Walmart's Top Line Momentum Offers Solace Amid Volatility Concerns -- Market Talk

Dow Jones

May 15, 2025

11:39 ET -- Walmart's commentary about choppy income growth in the coming quarters seems to be weighing on shares, but the retailer's top-line momentum coming out of 1Q should offer some solace, Mizuho analysts David Bellinger and Declan Kelley say in a research note. Pull-forward of demand due to expected tariffs was minimal, the analysts say. Trends improved as the quarter progressed, from a weak February to a normalized March and then closing with a strong April. Some of the share price pressure today is likely related to how well the stock was performing heading into the report, and investors will likely buy in on the pullback, the analysts say, maintaining an outperform rating on the stock. (dean.seal@wsj.com)

(END) Dow Jones Newswires

May 15, 2025 11:39 ET (15:39 GMT)

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Pull-forward of demand due to expected tariffs was minimal, the analysts say. Trends improved as the quarter progressed, from a weak February to a normalized March and then closing with a strong April. Some of the share price pressure today is likely related to how well the stock was performing heading into the report, and investors will likely buy in on the pullback, the analysts say, maintaining an outperform rating on the stock. (dean.seal@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  May 15, 2025 11:39 ET (15:39 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Walmart's Top Line Momentum Offers Solace Amid Volatility Concerns -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWalmart's Top Line Momentum Offers Solace Amid Volatility Concerns -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-05-15 23:39</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<pre>\n \n</pre>\n<p>\n  11:39 ET -- Walmart's commentary about choppy income growth in the coming quarters seems to be weighing on shares, but the retailer's top-line momentum coming out of 1Q should offer some solace, Mizuho analysts David Bellinger and Declan Kelley say in a research note. Pull-forward of demand due to expected tariffs was minimal, the analysts say. Trends improved as the quarter progressed, from a weak February to a normalized March and then closing with a strong April. Some of the share price pressure today is likely related to how well the stock was performing heading into the report, and investors will likely buy in on the pullback, the analysts say, maintaining an outperform rating on the stock. (dean.seal@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  May 15, 2025 11:39 ET (15:39 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1585245621.USD","symbol_name":"EASTSPRING INV GLOBAL LOW VOLATILITY EQUITY FUND \"A\" (USD) ACC B","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2535870878","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2535870878","pubTimestamp":1747323540,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"11:39 ET -- Walmart's commentary about choppy income growth in the coming quarters seems to be weighing on shares, but the retailer's top-line momentum coming out of 1Q should offer some solace, Mizuho analysts David Bellinger and Declan Kelley say in a research note. Pull-forward of demand due to expected tariffs was minimal, the analysts say. Trends improved as the quarter progressed, from a weak February to a normalized March and then closing with a strong April. Some of the share price pressure today is likely related to how well the stock was performing heading into the report, and investors will likely buy in on the pullback, the analysts say, maintaining an outperform rating on the stock. 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Pull-forward of demand due to expected tariffs was minimal, the analysts say. Trends improved as the quarter progressed, from a weak February to a normalized March and then closing with a strong April. Some of the share price pressure today is likely related to how well the stock was performing heading into the report, and investors will likely buy in on the pullback, the analysts say, maintaining an outperform rating on the stock. (dean.seal@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  May 15, 2025 11:39 ET (15:39 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}