In this file:

 

·         As the U.S. shuts down, Walmart steps up

·         The U.S. Is Shutting Down. For Walmart, It’s Time to Step Up

 

 

As the U.S. shuts down, Walmart steps up

Walmart appears better positioned than its peers to handle the coronavirus pandemic

 

AdAge

March 18, 2020

 

With anxious shoppers hoarding everyday goods and non-essential stores shuttered, the coronavirus pandemic presents a never-before-seen crisis for American retailers. Walmart Inc. appears better prepared to deal with it than its peers.

 

Hefty investment in e-commerce, health care and its 1.5-million strong workforce have the world’s largest retailer poised to supply large swaths of the nation as governments and other businesses grapple to respond to the unprecedented threat. Rival Amazon.com Inc. stands to benefit as well, but Walmart can leverage its store network and clout with suppliers to gain a leg up.

 

Even so, the challenge of stocking the nation amid a run on essential goods will be a stern test, even for an operation on Walmart’s scale.

 

“Walmart prides itself on crisis management and really is at its best when it can help solve a giant problem,” said Brandon Fletcher, an analyst at Sanford Bernstein.

 

After Hurricane Katrina ravaged New Orleans, Walmart’s truckers shuttled bottled water, diapers and socks to displaced residents -- often before the Federal Emergency Management Agency showed up. When the Great Recession crimped consumer spending, Walmart’s low prices and wide assortment made it ideal for those trading down and cocooning at home.

 

“Like prior failures of the federal government in Katrina, Walmart is ready to act,” Fletcher said. “What is new is that Walmart is only in a position to act because of embracing radical change to its business model.”

 

These changes span across the company, but are most evident in its market-leading online grocery business. Walmart has spent the past five years aggressively expanding that service, in part to provide a bulwark against Amazon’s dominance of most other areas of online shopping. Now, that investment could pay off as coronavirus-conscious consumers, stuck at home, eschew brick-and-mortar stores for the web.

 

As online grocery shopping goes mainstream, Walmart will be the main beneficiary...

 

more

https://adage.com/article/cmo-strategy/us-shuts-down-walmart-steps/2245016

 

 

The U.S. Is Shutting Down. For Walmart, It’s Time to Step Up

 

    Retailer is poised to move ahead in e-commerce and health care

    Company capturing majority of first-time online grocery orders

 

By Matthew Boyle, Bloomberg 

March 17, 2020

 

With anxious shoppers hoarding everyday goods and non-essential stores shuttered, the coronavirus pandemic presents a never-before-seen crisis for American retailers. Walmart Inc. appears better prepared to deal with it than its peers.

 

Hefty investment in e-commerce, health care and its 1.5-million strong workforce have the world’s largest retailer poised to supply large swaths of the nation as governments and other businesses grapple to respond to the unprecedented threat. Rival Amazon.com Inc. stands to benefit as well, but Walmart can leverage its store network and clout with suppliers to gain a leg up.

 

Even so, the challenge of stocking the nation amid a run on essential goods will be a stern test, even for an operation on Walmart’s scale.

 

“Walmart prides itself on crisis management and really is at its best when it can help solve a giant problem,” said Brandon Fletcher, an analyst at Sanford Bernstein.

 

After Hurricane Katrina ravaged New Orleans, Walmart’s truckers shuttled bottled water, diapers and socks to displaced residents -- often before the Federal Emergency Management Agency showed up. When the Great Recession crimped consumer spending, Walmart’s low prices and wide assortment made it ideal for those trading down and cocooning at home.

 

“Like prior failures of the federal government in Katrina, Walmart is ready to act,” Fletcher said. “What is new is that Walmart is only in a position to act because of embracing radical change to its business model.”

 

These changes span across the company, but are most evident in its market-leading online grocery business. Walmart has spent the past five years aggressively expanding that service, in part to provide a bulwark against Amazon’s dominance of most other areas of online shopping. Now, that investment could pay off as coronavirus-conscious consumers, stuck at home, eschew brick-and-mortar stores for the web.

 

‘Uniquely Positioned’ ...

 

‘Clear Winner’ ...

 

Health Focus ...

 

more, including chart

https://www.bloomberg.com/news/articles/2020-03-17/the-nation-is-shutting-down-for-walmart-it-s-time-to-step-up