On the other hand, Walmart is certainly feeling the pressure from Amazon and improving customer interaction is likely high on their strategic radar. To wit: AMZN revenue +33% to a $170 Billion run rate, vs. WMT revenue virtually unchanged over the last 4 years at $485 Billion. Walmart recently introduced their own version of Prime, and AMZN is now in the grocery business, two more differentiators that have been closed off between the two.
It doesn't take too many 30% years to go from $170 to $485 Billion (not that they'll continue at that pace, but shit, this is year 23 for AMZN, and their growth is still incredible, [AWS, AWS, AWS]).
It doesn't take too many 30% years to go from $170 to $485 Billion (not that they'll continue at that pace, but shit, this is year 23 for AMZN, and their growth is still incredible, [AWS, AWS, AWS]).
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