Wells Fargo thinks Walmart's got a shot at thriving, even if the economy takes a plasma grenade to the face. But I've seen tougher odds.
Wells Fargo thinks Walmart's got a shot at thriving, even if the economy takes a plasma grenade to the face. But I've seen tougher odds.

Overweight and Over Prepared?

Alright listen up because even a Spartan needs to buy groceries. Wells Fargo thinks Walmart's got this whole 'economic downturn' thing covered. They're saying the big W is "well positioned to play offense and defense." Sounds like my kind of strategy. Though last time I heard 'offense and defense' together it involved a Brute Chieftain and a gravity hammer. Didn't end well for the Chieftain.

Tariffs? More Like Target Practice!

This analyst Edward Kelly is saying Walmart can capitalize on tariff disruptions and swipe market share. Something about "flowing inventory" and "sourcing adjustments." Sounds like logistics which let's be honest is usually Cortana's department. But hey if Walmart can handle supply chains better than the Covenant handled their war effort they might actually be onto something. They're probably better at finding toilet paper than I am at finding Arbiter too but that's a low bar.

Volatility? Bring It On!

Apparently these tariffs are causing "volatility across global markets." Volatility? I've stared down the Flood. I've taken a Banshee to the face. A little market turbulence isn't going to make me flinch. Now if the volatility starts shooting plasma we might have a problem. "Dear humanity we regret being volatile business partners. We regret coming to Earth. And we most definitely regret that the Corps blew up our raggedy ass fleet!"

Earnings: Show Me the Credits!

Walmart's got a quarterly report coming up and Kelly thinks they'll deliver a "solid print." Solid print? Is that like a solid hologram? Look I just want to know if I can afford more ammo. Because let's be real even with a plasma rifle things get expensive when you're saving the galaxy.

Guidance: Don't Get Cocky!

Kelly is also focused on how Walmart will address the whole tariff situation in their full year outlook. Something about "mid point $2.55 EPS." I don't know what that means but it sounds like a high score I once got in Grifball. The point is don't get cocky Walmart. You're good but the economy is like the Gravemind: always plotting always adapting.

So What Does the Chief Think?

Look I'm no economist. I'm just a Spartan trying to make a living in this crazy galaxy. But if Wells Fargo says Walmart's got a shot I'm willing to give them the benefit of the doubt. Just don't expect me to start clipping coupons anytime soon. I've got a war to fight and even heroes need to grab a box of cereal once and awhile. Maybe I'll even find a weapon attachment in the cereal box you never know better to be prepared in a galaxy full of enemies. This is the way.


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