Walmart
3 statements across 3 episodes · 1 bullish · 1 bearish · 3 people on the record · first statement Apr 1, 2025 by Ed King · said 24 times in 13 episodes since 2021 · across every show →
Mentions by year
brought up most by Sean Weisbrot (13), Michael Appel (3), Ed King (2), Anders Lilivik (2), Justin Rankin (1), Jackson Wightman (1), Cody Bramlett (1), Brandon Wolf (1)
tap a year for its mentions
2025 11 mentions in 5 episodes 2 per episode
- Licensing Revenue Dropped Tenfold in 15 Years. Now What?
- Rich People Are the Best Evangelists in the World - Here Is Why
- 15-20% Growth for 3 Years Without Adding a Single Hire
- Empty Calorie Revenue Is Silently Eating Your Profit
- She Uses BITES Monthly and Her Clients Never Fear a Bad Quarter
- every mention in 2025, scene by scene →
2024 1 mention in 1 episode
2023 8 mentions in 4 episodes 2 per episode
2022 1 mention in 1 episode
2021 3 mentions in 2 episodes 2 per episode
Everything said about Walmart, oldest first
Apr 1, 2025 negative
Jun 27, 2025
Wolf: Massive enterprise client contracts often generate empty-calorie revenue
“There's a lot of the times that you'll get a big contract, but the big contract is eaten up by all the costs that are required. To serve that big customer sort of the quintessential example is sometimes naively people want to serve a Walmart or a similar giant…”
Dec 23, 2025 positive
Wightman: Chinese hardware brands are heavily investing in Western physical retail distribution
“What is interesting is now there are more and more Chinese brands that are playing a game that might have been The preserve of Americans and Europeans and other first world nations in that they are trying to build sustainable brands. When they come to North Am…”