Member Brief: Walmart But Make It Fashion

One of the more surprising evolutions in retail is taking place at one of the country’s biggest store chains. Walmart is fashionable now. In July, Walmart chose not to celebrate the Prime Day sales cycle to focus on inventory and the function of its stores. It seems that it may now be paying off. From What Walmart Signals for eCommerce:

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Member Brief: Notes on Grocery

Two September acquisitions by Instacart signal where grocery may be headed: stores will be influenced by online marketplaces and vice versa.

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Member Brief: FedUp

Note: we’ve added to this analysis since its publishing on 9/02/2022. Please review the addendum at the bottom.

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