Walmart

includes Walmart Canada

42 statements across 33 episodes · 17 bullish · 4 bearish · 30 people on the record · first statement Apr 16, 2018 by Niraj Shah · said 363 times in 125 episodes since 2017 · across every show →

Mentions by year, the whole family

brought up most by Guy Raz (194), Andy Dunn (15), Lance Kesner (11), Tom Szaky (8), Isaac Larian (7), Monique Rodriguez (5), John Osher (5), Carlton Calvin (5)

tap a year for its mentions
00301360252017201820192020202120222023202420252026episodesmentions
013252017201820192020202120222023202420252026episodes it came up in
002.5135252017201820192020202120222023202420252026episodesmentions per episode
2026 51 mentions in 16 episodes 3 per episode
2025 54 mentions in 24 episodes 2 per episode
2024 54 mentions in 21 episodes 3 per episode
2023 51 mentions in 16 episodes 3 per episode
2022 50 mentions in 11 episodes 5 per episode
2021 57 mentions in 15 episodes 4 per episode
2020 11 mentions in 8 episodes 1 per episode
2019 21 mentions in 6 episodes 4 per episode
2018 5 mentions in 3 episodes 2 per episode
2017 9 mentions in 5 episodes 2 per episode

every mention, scene by scene, with the transcript →

Everything said about Walmart, oldest first

Apr 16, 2018 bullish
Insight
Shah: Winning commodity retail does not guarantee success in home goods
“If you're in any of these other categories, certainly there's a big business there, but that's effectively the business that the Walmarts and the Amazons and the Targets and the Costcos, they're all in that business, selling the same exact items to everybody. …”
Niraj Shah Apr 16, 2018 ▶ 36:22 Wayfair: Niraj Shah & Steve Conine
Jan 21, 2019 neutral
Insight
Dunn: Brand acquisition backlash typically lasts 72 hours before returning to normal
“For 72 hours, there's a really big reaction and an availability bias of the most vocal people. And then business returns to normal. The vast majority of people don't think about this stuff that much every day.”
Andy Dunn Jan 21, 2019 ▶ 59:48 Bonobos: Andy Dunn
Jan 21, 2019 bullish
Insight
Dunn: E-commerce platforms will vertically integrate proprietary brands just like Netflix
“The future of e-commerce was going to look a little bit like the history of Netflix. That a platform that was streaming other people's content and distributing other people's content would vertically integrate and start to develop their own proprietary content…”
Andy Dunn Jan 21, 2019 ▶ 56:13 Bonobos: Andy Dunn
Mar 2, 2020
Assertion Not checkable as stated
Neistat's HBO series was shot on a $200 camera and cut in iMovie
“We shot this video on a 200 dollar camera we bought at Walmart. We edited this in iMovie”
Casey Neistat Mar 2, 2020 ▶ 51:37 Video Artist: Casey Neistat
Feb 1, 2021 positive
Insight
Kamali: 650,000-unit orders grant designers tremendous manufacturing leverage
“Because when you order 650,000 units, you can get the quality you want and the fabric you want. That's a tremendous amount of power.”
Norma Kamali Feb 1, 2021 ▶ 1:17:37 Norma Kamali: Norma Kamali
Mar 15, 2021 positive
Assertion Supported
Garza: Siete Foods is in over 16,000 retailers including Costco and Target
“So we're now in A little over 16,000 retailers were in places like Kroger and Costco and Target and Walmart”
Miguel Garza Mar 15, 2021 ▶ 1:12:19 Siete Family Foods: Miguel and Veronica Garza
Mar 29, 2021
Insight
UPPAbaby Co-founder: Budget Strollers Inevitably Compromise on Material Quality and Durability
“It would be less. It's just not as good. I mean, it's just, is you know, Hyundai still has a radio. It's got wheels, tires, power windows, power, whatever, but it's not. And it's what your values are. There's somewhere in there. Either the rivets aren't stainl…”
Bob Monahan Mar 29, 2021 ▶ 44:58 UPPAbaby: Bob and Lauren Monahan
May 17, 2021 positive
Assertion Supported
Lore: Walmart's market cap basically doubled during his tenure
“It's basically double.”
Marc Lore May 17, 2021 ▶ 1:08:38 Diapers.com & Jet.com: Marc Lore
May 17, 2021
Assertion Supported
Walmart's $3.3B Jet acquisition was the largest US e-commerce startup buyout
“It was the highest anyone had ever paid to acquire an e-commerce startup in the US at that point.”
Guy Raz May 17, 2021 ▶ 1:03:11 Diapers.com & Jet.com: Marc Lore
Jul 5, 2021
Assertion Not checkable as stated
Numi initially rejected distribution offers from Walmart, Target, and Trader Joe's.
“Walmart wanted us in year seven, eight, you know, Trader Joe's wanted us in year two, Target wanted us when we were young, and we kind of said, oh, we're not ready for them yet.”
Ahmed Rahim Jul 5, 2021 ▶ 1:05:11 Numi Organic Tea: Reem Hassani and Ahmed Rahim
Nov 8, 2021 positive
Assertion Not checkable as stated
Velez: Back to the Roots is Walmart's fastest-growing garden brand
“And then Walmart presented for four or so years. And then within two years, we are the fastest growing garden brand in their entire department.”
Alejandro Velez Nov 8, 2021 ▶ 1:17:42 Back to the Roots: Nikhil Arora and Alejandro Velez
Apr 4, 2022 neutral
Assertion Not checkable as stated
Andy Dunn: Backlash to Walmart acquisition subsided after 72 hours
“For 72 hours, there's a really big reaction and an availability bias of the most vocal people. And then business returns to normal. The vast majority of people don't think about this stuff that much every day.”
Andy Dunn Apr 4, 2022 ▶ 1:01:07 Bonobos: Andy Dunn (2019)
Apr 4, 2022 bullish
Prediction Not checkable as stated
E-commerce platforms will vertically integrate proprietary brands just like Netflix
“The future of e-commerce was gonna look a little bit like the history of Netflix. That a platform that was streaming other people's content and distributing other people's content would vertically integrate and start to develop their own proprietary content.”
Andy Dunn Apr 4, 2022 ▶ 57:33 Bonobos: Andy Dunn (2019)
May 26, 2022
Assertion Supported
Walmart acquisition talks began six months after his 2016 breakdown
“The acquisition conversation with Walmart wouldn't come till about half a year later, so we were more in the warm-up phase.”
Andy Dunn May 26, 2022 ▶ 17:50 HIBT Lab! Burn Rate: Andy Dunn
May 26, 2022
Insight
Being an employee is often harder than being a startup CEO
“And I have to say, it is such a profoundly humbling, meaningful, good, And challenging, sometimes maddening experience to realize that all these years you were, you know, woe is me, being a CEO is so hard, and it actually turns out that being an employee in a …”
Andy Dunn May 26, 2022 ▶ 3:08 HIBT Lab! Burn Rate: Andy Dunn
May 26, 2022
Assertion Partly supported
Bonobos sold to Walmart for $300 million in 2017
“We sold the company for three hundred million dollars”
Andy Dunn May 26, 2022 ▶ 7:35 HIBT Lab! Burn Rate: Andy Dunn
Nov 24, 2022 negative
Assertion Not checkable as stated
Goodr rescued $30K of food during an Atlanta Walmart power outage
“A Walmart in Atlanta, the power went out, and I mean, went out for less than 20 minutes, right? And because of that, they were throwing away everything in their freezers and everything in their coolers, and so she calls us, and she was like, hey, I don't know …”
Jasmine Crowe-Houston Nov 24, 2022 ▶ 16:49 HIBT Lab! Goodr: Jasmine Crowe-Houston
Nov 28, 2022 positive
Assertion Partly supported
Guayakí reached $100 million in revenue without Costco, Walmart, or Amazon
“We got to a hundred million without Costco, Walmart, Amazon, any of those big retailers that are usually a big part of it.”
Chris Mann Nov 28, 2022 ▶ 1:06:50 Guayakí Yerba Mate: David Karr and Chris Mann
Apr 17, 2023 neutral
Insight
Whole Foods builds brand image, but Kroger and Walmart drive real profits
“The real money is made in the Kroger's and the Walmarts, you know. But it's very cool to be able to say that you're in Whole Foods, and it definitely helps the brand image.”
Justin Woolverton Apr 17, 2023 ▶ 34:56 Halo Top Ice Cream: Justin Woolverton
May 15, 2023
Assertion Not checkable as stated
Mielle Organics rejected Walmart's initial retail distribution offer
“We got the call from Walmart, and funny story, like, the call that we got from Walmart, we turned them down the first year. We didn't go into Walmart until, like, the second time that they reached out to us.”
Monique Rodriguez May 15, 2023 ▶ 55:13 Mielle Organics: Monique Rodriguez
Aug 17, 2023
Assertion Partly supported
Szaky: 20oz soda bottles share dimensions enabling mixed-brand packaging
“So the heights are the same, diameter is the same, the tread on the cap is the same. So you could do effectively mass production of mixed-use soda bottles, and that way the cases all look the same, everything was moving out, it worked nicely on the shelf”
Tom Szaky Aug 17, 2023 ▶ 15:05 Making garbage useful with Tom Szaky of TerraCycle
Aug 17, 2023 neutral
Assertion Supported
Szaky: Four retailers control the vast majority of the US fertilizer market
“And when I looked at the, at who controls the fertilizer market, it's only four retailers control the vast majority of it, which in the U.S. Is Home Depot, Lowe's, Menards, and Walmart.”
Tom Szaky Aug 17, 2023 ▶ 9:54 Making garbage useful with Tom Szaky of TerraCycle
Aug 17, 2023
Assertion Not checkable as stated
Szaky: TerraCycle used hair dryers on plywood to shrink bottle labels
“And since we couldn't afford a tunnel, like a heat tunnel to do this, we built this little rig where, imagine four hair dryers are placed on, like, this plywood pointing in a center direction, and if you dip the bottle into this hair dryer tunnel just right, i…”
Tom Szaky Aug 17, 2023 ▶ 14:07 Making garbage useful with Tom Szaky of TerraCycle
Oct 9, 2023
Assertion Supported
Freshpet Has Deployed Over 30,000 Branded Refrigerators in Retail Stores
“If I have one problem, I've got 25, or today, over 30,000 problems. Out there across the market, the number of fridges that we have.”
Scott Morris Oct 9, 2023 ▶ 1:04:27 Freshpet: Scott Morris
Jun 27, 2024 positive
Disclosure
Beneke: Busy Baby Launched on Target.com and Is Onboarding With Walmart
“We're we just launched on target.com, and we are onboarding right now with Walmart.”
Beth Beneke Jun 27, 2024 ▶ 38:54 Advice Line with Mark Ramadan of Sir Kensington's
Aug 8, 2024 positive
Opinion
Koch: Walmart is surprisingly supportive and nice to small emerging brands
“You know, sometimes they have this reputation of being like really cutthroat and predatory and so forth, but they're nice to little guys.”
Jim Koch Aug 8, 2024 ▶ 23:44 Advice Line with Jim Koch of Boston Beer Company
Aug 8, 2024 neutral
Assertion Not publicly verifiable
Koch: Boston Beer limited its initial Walmart launch to just 200 stores
“I mean, we started with Walmart Maybe 10 years in, and they put me in 200 stores, and I was very excited by that, and if they'd said, I want to put you in a thousand, I would have said, I don't think so, because, you know, if 600 of those fail, you're going t…”
Jim Koch Aug 8, 2024 ▶ 27:25 Advice Line with Jim Koch of Boston Beer Company
Sep 2, 2024
Assertion Not checkable as stated
Ben Goodwin: Walmart approached Olipop 18 months before it was ready
“Walmart's one of our biggest customers now, but they approached us to go into the stores about 18 months before we felt ready to do it.”
Ben Goodwin Sep 2, 2024 ▶ 59:07 Olipop: Ben Goodwin
Oct 10, 2024 bullish
Disclosure
Doushmitz: Tear Restore Is Stocked in 3,000 Walmart Stores
“3000 stores, so most of the Walmarts.”
Ken Doushmitz Oct 10, 2024 ▶ 21:24 Advice Line: Growing Beyond Your Niche
Oct 17, 2024 bullish
Assertion Not checkable as stated
Max Brands more than tripled its online sales after exiting Walmart
“We, since we left Walmart we've tripled our sales online, more than triple our sales online.”
Mariano Cuesta Oct 17, 2024 ▶ 24:01 Advice Line with Lara Merriken of LÄRABAR
Oct 21, 2024 neutral
Insight
Hantas: Retailers hold annual spring line reviews requiring finalized products by January
“And those line reviews happen once a year in the spring, and you have to be ready with your product, everything done in like January. And if you are lucky enough to be invited to present at a line review, you have an opportunity to pitch your product. And then…”
Kat Hantas Oct 21, 2024 ▶ 42:22 21 Seeds: Kat Hantas
Apr 17, 2025 neutral
Assertion Supported
Raz: Walmart acquired Bonobos for roughly $300 million in 2017
“And then in 2017, the brand was acquired by Walmart for around three hundred million dollars.”
Guy Raz Apr 17, 2025 ▶ 1:44 Advice Line with Andy Dunn of Bonobos
Sep 8, 2025
Assertion Not checkable as stated
Walmart and Toys R Us paid cash on delivery for Razor scooters
“These Toys R Us and Walmart were paying COD for scooters to me.”
Carlton Calvin Sep 8, 2025 ▶ 39:12 Carlton Calvin: Razor. The wild rise, collapse, and reinvention of a mobile toy empire.
Sep 8, 2025 negative
Assertion Not checkable as stated
Toys "R" Us's bankruptcy caused significant, irreplaceable sales losses for Razor
“The most saddest dramatic shift for razor has been the loss of Toys R Us. You know, not only is it a loss from the kids perspective of a fantasy place to go, but they actually always carried our entire line. And when we came out with something innovative, they…”
Carlton Calvin Sep 8, 2025 ▶ 1:04:19 Carlton Calvin: Razor. The wild rise, collapse, and reinvention of a mobile toy empire.
Jan 22, 2026 positive
Insight
Nassif: Ignorance of expensive retail slotting fees saved early Mrs. Meyer's
“You know, I think ignorance in some ways is bliss. I knew so little about the promotional dollars required to sit on the shelf of a Target or a Walmart or a Kroger, and yet we went after it, and I think if I knew that, oh my gosh, those promotional dollars wer…”
Monica Nassif Jan 22, 2026 ▶ 37:36 Advice Line with Monica Nassif of Mrs. Meyer's
Jan 29, 2026 negative
Insight
Mark Cuban warns major retail shelf space does not guarantee product sell-through
“So many companies have, you know, people just get all excited thinking, okay, this is validation. If I get into Target, if I get into Walmart, if I get into Whole Foods, That's validation that this is great, and they presume that being on their shelves is goin…”
Mark Cuban Jan 29, 2026 ▶ 16:15 Advice Line with Serial Entrepreneur Mark Cuban
Feb 16, 2026
Assertion Not checkable as stated
Osher: Spinbrush bought 1M batteries daily, trailing only Walmart
“We were buying close to a million batteries from EverReady. A day. We were second only to Walmart and battery purchases at the time.”
John Osher Feb 16, 2026 ▶ 51:34 Spinbrush: John Osher. The Electric Toothbrush That Sold for $475M
Feb 26, 2026 bullish
Prediction Partly held up
Walker: Sweet Paws by Five Dot Post will launch in every Petco
“We won three golden tickets at Walmart's open call, and in a few weeks, we're gonna be launched at every Petco nationwide, so.”
Jess Walker Feb 26, 2026 ▶ 9:30 Advice Line with Alexa Hirschfeld of Paperless Post
Mar 16, 2026 positive
Assertion Supported
Walmart and Bed Bath & Beyond picked up Scrub Daddy post-Shark Tank
“And the Bed Bath & Beyond person that wouldn't talk to us before called us, and Walmart called us, and Lori was really gracious, and, you know, she joined a bunch of the calls and brought star power, and they were, like, blown away and instantly took the produ…”
Aaron Krause Mar 16, 2026 ▶ 1:13:08 Scrub Daddy: Aaron Krause. How a Failed Experiment Became a Billion-Dollar Sponge
Mar 30, 2026 positive
Disclosure
Walmart acquired Bonobos strategically to change its image and attract elite talent
“The most strategic part of the plan was to change the narrative. I knew that we didn't have the talent inside of Walmart at the time to do what we needed to do. We had to attract the best people in the world, and at that point, you know, honestly, that wasn't …”
Marc Lore Mar 30, 2026 ▶ 1:07:36 diapers.com: Marc Lore. The ecommerce visionary who lost to Amazon but still made billions (2021)
Apr 20, 2026 negative
Insight
Retail buyer enthusiasm is dangerous if an emerging brand is unready
“One of the most significant dangers is when a buyer loves you because sometimes you're not ready and you couldn't say no to Walmart.”
Daniel Lubetzky Apr 20, 2026 ▶ 43:00 KIND bars: Daniel Lubetzky. From peace in the Middle East to a $5 billion snack bar
Aug 24, 2026 positive
Insight
Independent retailers needed premium coolers to earn viable square-footage margins
“A small sporting goods store with limited square footage, they can't make any money off of a 40 dollar cooler, you know... It's all about, at these small shops, it's inventory turns, you know, Dollars generated per square foot, and so here we are, we showed up…”
Roy Seiders Aug 24, 2026 ▶ 44:51 YETI: Roy and Ryan Seiders. How Two Brothers Turned a $400 Cooler Into a $2 Billion Brand
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