Walmart Inc. · NASDAQ:WMT
Walmart — Investor Day (2020)
19 slides from Walmart's investor day presentation, 2020
Slide 1: Investment Community Meeting
Investment Community Meeting INNOVATION CONTINUED
Slide 2: Judith McKenna, President & CEO, Walmart International
Judith McKenna President & Chief Executive Officer, Walmart International
Slide 3: Investment Community Meeting
Investment Community Meeting INNOVATION CONTINUED
Slide 4: Walmart International
Walmart International $124B Net sales Top 5 Global retailer 10% eCommerce share of total net sales Note: On a constant currency basis. See non-GAAP reconciliations provided in Q4 FY20 earnings presentation.
Slide 5: Walmart International performance summary in FY20
Walmart International in FY20 Performance summary +2.8% Net sales growth 35bps Adjusted operating expense leverage Flipkart Within guidance Note: On a constant currency basis. See non-GAAP reconciliations provided in Q4 FY20 earnings presentation.
Slide 6: Walmart International FY21 guidance
Walmart International in FY21 Guidance +4% Net sales growth ~Flat Operating income YoY Note: On a constant currency basis. See non-GAAP reconciliations provided in Q4 FY20 earnings presentation.
Slide 7: Strong local businesses
Strong local businesses Mexico China India India Value | Access | Innovation
Slide 8: Walmex
Walmex > 33B $ Net sales >8% Operating margin Mexico 2,573 stores $27B net sales > 50B $ Market cap Straight quarters 20 of comp growth faster than market1 Central America 840 stores 1 Per ANTAD $6B net sales Note: All financials in constant currency Share of net sales by format
Slide 9: Walmex expanding access through omnichannel
Walmex expanding access through omnichannel Supercenter pickup Bodega kiosks and same-day delivery
Slide 10: Walmart China
Walmart China ~ 10B $ Walmart China net sales 412 Stores 26 Clubs Note: All financials in constant currency
Slide 11: Investment Community Meeting
Investment Community Meeting INNOVATION CONTINUED
Slide 12: Flipkart Group
| Flipkart Group Flipkart 4
Slide 13: Flipkart
Flipkart 1B Visits per month ~45% Monthly active customer growth1 ~30% Transactions per customer growth1 1 FY20
Slide 14: Flipkart innovating to fuel growth
Flipkart innovating to fuel growth Affordability & Access
Slide 15: PhonePe
PhonePe Grow Manage Spend Send
Slide 16: PhonePe is growing through innovation
PhonePe is growing through innovation ~200M Registered users 20M Daily active >500M Monthly transactions users ~ 180B $ Annualized ~10M Merchants 97% Of daily customers Total Payments Value (TPV) repeat within 30 days Note: All financials in constant currency
Slide 17: Investment Community Meeting
Investment Community Meeting INNOVATION CONTINUED
Slide 18: Key takeaways
Key Our Strategy takeaways Strong Local Business Powered by Walmart eCommerce and omnichannel an increasing share of growth Winning customers’ trust through innovation, access and value Multilocal approach; one market, one business at a time Our businesses learn from each other and leverage scale
Slide 19: Investment Community Meeting
Investment Community Meeting INNOVATION CONTINUED