Support NeoGAF

[therealist]

In Nov 2015 Walmart stock was at $53 a share and it is now about to hit $100. So the stock has gone up almost 80% in 2 years. In that same period, Amazon has only gone up 71%, still impressive.

WTF? Who saw this coming?

 

[Doctor Strange]

What is the reason for this?

 

[rokkerkory]

omg only 71% gain! poor amazon

 

[bender_84]

Is there a particular reason you're using the date Nov 15th? Stock performance is all relative to the timeframe you're putting on it. If you take the stock performance dating back to April 2015, Amazon stock has gone up 200%. If you take that same date and apply it to Wal-Mart stock, it's up only 20%.

Btw, Wal-Mart's stock is up because they reported 50% revenue growth. I'm sure you'll see lots of analysts talk about that but it's fool's gold. Wal-Mart is too far behind in E-commerce. They're so far behind, if they wanted to catch up to Amazon, they need to be posting E-commerce revenue gains of 500% or more, quarter after quarter, for the next 4 years.......just to catch up. By posting gains of 50%, they're actually falling farther behind even though Amazon posted revenue gain of 28% in the past quarter. Wal-Mart just waited too long to respond and they're starting point now is too small to catch up. Just wanted to point that out in case you were actually thinking of investing in Wal-Mart's stock. You can invest based on other assumption such as saying the stock is undervalued or Wal-Mart's walk-in business is undervalued. But I wouldn't be buying it thinking they can actually compete with Amazon.

 

[therealist]

Is there a particular reason you're using the date Nov 15th? Stock performance is all relative to the timeframe you're putting on it. If you take the stock performance dating back to April 2015, Amazon stock has gone up 200%. If you take that same date and apply it to Wal-Mart stock, it's up only 20%.

Btw, Wal-Mart's stock is up because they reported 50% revenue growth. I'm sure you'll see lots of analysts talk about that but it's fool's gold. Wal-Mart is too far behind in E-commerce. They're so far behind, if they wanted to catch up to Amazon, they need to be posting E-commerce revenue gains of 500% or more, quarter after quarter, for the next 4 years.......just to catch up. By posting gains of 50%, they're actually falling farther behind even though Amazon posted revenue gain of 28% in the past quarter. Wal-Mart just waited too long to respond and they're starting point now is too small to catch up. Just wanted to point that out in case you were actually thinking of investing in Wal-Mart's stock. You can invest based on other assumption such as saying the stock is undervalued or Wal-Mart's walk-in business is undervalued. But I wouldn't be buying it thinking they can actually compete with Amazon.

I posted this because I was surprised at how much Walmart has grown in the last 2 years. The prevailing thought was that Walmart's business was shrinking due to the Amazon affect when it doesn't seem to be the case. Walmart's business appears to be growing. I only used Amazon as a point of comparison. My post is mainly about the surprising growth of Walmart.

 

[TheDeadHeroAlistair]

I posted this because I was surprised at how much Walmart has grown in the last 2 years. The prevailing thought was that Walmart's business was shrinking due to the Amazon affect when it doesn't seem to be the case. Walmart's business appears to be growing. I only used Amazon as a point of comparison. My post is mainly about the surprising growth of Walmart.

Part of this growth is also due to Walmart's acquisition of Jet.com.