• Walmart vs. Costco: Retail Giants at a Crossroads I Feb 10, 2025

  • 2025/02/11
  • 再生時間： 25 分
  • ポッドキャスト

Walmart vs. Costco: Retail Giants at a Crossroads I Feb 10, 2025

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  • In this episode of Beats Roundtable, Wall Street Beats pros Ben Brey, Jeff Macke, and David Maris analyze the market dominance of Walmart and Costco, questioning whether their high valuations can be sustained. They discuss Walmart’s growing investments in tech, advertising, and third-party sales, while evaluating Costco’s relentless growth. The team also dives into Super Bowl ads, including the impact of controversial healthcare marketing and Pfizer’s emotional campaign. Plus, insights on biotech’s surprising resurgence, McDonald’s China stabilization, and why investors should keep an eye on international opportunities.
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あらすじ・解説

In this episode of Beats Roundtable, Wall Street Beats pros Ben Brey, Jeff Macke, and David Maris analyze the market dominance of Walmart and Costco, questioning whether their high valuations can be sustained. They discuss Walmart’s growing investments in tech, advertising, and third-party sales, while evaluating Costco’s relentless growth. The team also dives into Super Bowl ads, including the impact of controversial healthcare marketing and Pfizer’s emotional campaign. Plus, insights on biotech’s surprising resurgence, McDonald’s China stabilization, and why investors should keep an eye on international opportunities.
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