Bernstein·2026-11-05SectorOutperform$142US Retailing Broadlines & Hardlines US Retail Price Monitor: Pricing returns; Walmart holds its lead (largely)
Deutsche Bank·2026-10-15CompanyHold → Buy▲$113 → $136▲Walmart Inc (WMT.US) More Ways to Win, Upgrade to Buy; Takeaways From Our Investor Meetings
Bernstein·2026-10-26SectorOutperform$142US Retailing, Internet & Restaurants Walmart, DoorDash, Uber, Restaurants: Walmart enters Restaurant Delivery...can it deliver the economics
Bernstein·2026-10-16SectorOutperform$142Weekend Consumer Blast: When app meets the aisle, how seamless is the shopping experience?
Bernstein·2026-10-02SectorOutperform$142US Broadlines Retail Consumer Survey 2026, Part II Value & experience drive visits
Goldman Sachs·2026-08-30ThematicGLOBAL PHYSICAL AI Framing the Forward Progress of Humanoids (with a Studied Focus on the Logistics Landscape)