Greg Melich 1.6 1 idea

Senior Managing Director, Evercore ISI
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0 winning  /  1 losing  ·  1 positions (30d)
Net: -1.8%
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Stock
1 ideas -1.8%
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WMT 1 ideas
0% W -1.8%
Best and worst calls
Best calls
WMT LONG -1.8%
Walmart issued a conservative guide, causing a stock dip, but reported strong growth in Walmart+ members (20M) and high-...
Feb 20
Worst calls
WMT LONG -1.8%
Walmart issued a conservative guide, causing a stock dip, but reported strong growth in Walmart+ members (20M) and high-...
Feb 20
▶ YouTube Stocks Slide as Oil Jumps on Rising US-Iran Tensions | The Close 2/19/2026
Walmart issued a conservative guide, causing a stock dip, but reported strong growth in Walmart+ members (20M) and high-income household share. The dip is a tactical reaction to guidance, not fundamentals. Walmart is winning on value *and* convenience (delivery/tech). The conservative guide masks significant earnings power derived from advertising and membership fees, which have higher margins than retail. LONG WMT into the dip. Consumer spending collapses faster than expected due to tariffs/inflation.
WMT Bloomberg Markets Feb 20, 00:02
Greg Melich
Senior Managing Director,...
Greg Melich (Senior Managing Director, Evercore ISI) | 1 trade ideas tracked | WMT | YouTube | Buzzberg