Walmart Inc. · NASDAQ:WMT
Walmart — Investor Day (2020)
20 slides from Walmart's investor day presentation, 2020
Slide 1: Investment Community Meeting: Innovation Continued
Investment Community Meeting INNOVATION CONTINUED
Slide 2: Kath McLay, President & CEO, Sam's Club
Kath McLay President & Chief Executive Officer, Sam’s Club
Slide 3: Investment Community Meeting
Investment Community Meeting INNOVATION CONTINUED
Slide 4: Momentum continues in the Sam's Club business in FY20
Momentum continues in the Sam’s Club Comp sales1 (excl. fuel & tobacco) Transaction growth Membership income business in +3.8% 5% +2.5% FY20 eCommerce growth Total member count Operating income +32% +8.0% Renewal rates Plus penetration 1Comp sales are presented on a 53 week basis
Slide 5: Club model basics
Club model basics Great items Disruptive Great Memberships prices experience Innovative products Lowest prices in the Digitally enabled at the best quality club channel Seamless Curated assortment Substantially omnichannel offering that surprises and lower prices than delights general retail Trained
Slide 6: Wage investment, simplified structure working
Wage investment, simplified structure working
Slide 7: Investment Community Meeting
Investment Community Meeting INNOVATION CONTINUED
Slide 8: Item obsession powers club channel
Item obsession powers club channel
Slide 9: Item obsession powers club channel
Item obsession powers club channel
Slide 10: Member's Mark continues to improve quality and value
Member’s Mark continues to improve quality and value
Slide 11: Winning fresh drives traffic
Winning fresh drives traffic
Slide 12: Investment Community Meeting
Investment Community Meeting INNOVATION CONTINUED
Slide 13: Digital focus creates seamless experience
Digital focus creates seamless experience
Slide 14: Investment Community Meeting
Investment Community Meeting INNOVATION CONTINUED
Slide 15: Sam's Club continues to serve as innovation hub
Sam’s Club continues to serve as innovation hub
Slide 16: Seamless, omnichannel experience for our members
Seamless, omnichannel experience for our members
Slide 17: Investment Community Meeting
Investment Community Meeting INNOVATION CONTINUED
Slide 18: Members continue to see value in Sam's Club
Members continue to see value in Sam’s Club Total member count Renewal rates Plus penetration Traffic
Slide 19: Key takeaways
Key takeaways Simplified, stronger business Item business focused on innovation, quality and value Associates and technology drive member experience Continuing to win with omnichannel
Slide 20: Investment Community Meeting
Investment Community Meeting INNOVATION CONTINUED