Walmart Inc. · NASDAQ:WMT

Walmart — Conference Presentation (2018)

16 slides from Walmart's conference presentation, 2018

  1. Slide 1: eCommerce Landscape

    eCommerce Landscape Carmela Cugini VP of Grocery, US eCommerce © 2018 Walmart/C onfidential

  2. Slide 2: Agenda

    AGNEDA • eCommerce Trends • Who Is The Consumer • How to Participate with Walmart US eCommerce

  3. Slide 3: eCommerce Sales Are Projected to Reach $700B by 2022

    eCommerce Sales Are Projected to Reach $700B by 2022 U.S. eCommerce GMV, 2010- 2022 16% 16% 15% 15% $800B 14% 15% 14% GMV 12% YoY $600B 10% 10% Growth 9% 9% R ate (%) 8% $400B $200B $0B 2011 2017F 2021F 2019F 2018F 2013 2012 2015 2016 2010 2014 2022F 2020F Source: Forrester Research

  4. Slide 4: Categories Are Coming Online at Different Rates

    Categories Are Coming Online at Different Rates Online Penetration Rates, 1998- 2017 80% 76% 75% 60% 40% 20% 20% 3% 0% 2011 2017 2013 1999 2012 2015 2016 1998 2001 2010 2014 2007 2003 2002 2005 2006 2009 2008 2000 2004 Books, Music & Videos Apparel & Accessories Computers & Software Food & Drink Sou

  5. Slide 5: Consumer Food Trends Emerging

    Consumer Food Trends Emerging Food Purposeful Fresh Easy Foodie Integrity Eating Food Eats Culture 32% 46% (NEW Way) 59% 43% 27% are heavily involved in 28% (Traditional Way) trend • Minimally Processed • Healthy Snacks (NEW) • Fresh • Simple & Easy • Unique Flavors • Artificial Ingredient • Whole F

  6. Slide 6: Primary Drivers of Online Choice

    Primary Drivers of Online Choice Drivers of Online Food and Beverage Retail Choice EASY EXPERIENCE 48% ASSORTMENT 33% PRICE 13% SAVING TIME 16% QUALITY ASSORTMENT 14% FAST & FREE SHIPPING 7% (ST)(TR) (ST) SITE/APP EXPERIENCE 13% DELIVERY EXPERIENCE 9% SAVING MONEY (ST) 6% (ST/TR) (ST) SHOPPING 12% B

  7. Slide 7: Engaging with Walmart US eCommerce

    Engaging with Walmart US eCommerce © 2018 Walmart/C onfidential

  8. Slide 8: Three eCommerce Platforms For Food

    Three eCommerce Platforms For Food Bentonville Buyer Dotcom Content Dotcom Dotcom © 2018 Walmart/C onfidential

  9. Slide 9: Our Mass Sites Offer Different Value Propositions

    Our Mass Sites Offer Different Value Propositions • Everyday Low Price foundation • Targeted to urban shoppers • One-stop-shop for nearly • More curated assortment everything • Designed for living in a • Omni-channel shopping metro/urban area © 2018 Walmart/C onfidential

  10. Slide 10: Walmart's Scale Is A Competitive Advantage

    Walmart’s Scale Is A Competitive Advantage Omni-Channel ✓ Store within 10 miles of 90% of Americans ✓ 1.4 million associates ✓ Largest grocer in the U.S. © 2018 Walmart/C onfidential

  11. Slide 11: Jet Will Compliment Walmart To Reach Urban Consumers

    Jet Will Compliment Walmart To Reach Urban Consumers Jet customers over-index in large central The Top 30 Metro areas make up ~50% and large fringe metro areas of all U.S. demand CONFIDENTIAL

  12. Slide 12: Walmart and Jet are well positioned for success

    Walmart and Jet are well positioned for success Over 110MM Unique web and mweb visitors on Walmart and Jet / month Walmart/Jet owns double digit online traffic share with a strong 1st party business and emerging marketplace business Source: Walmart Internal Data and comscore 12

  13. Slide 13: Where We Were

    Where We Were © 2018 Walmart/C onfidential

  14. Slide 14: Where We Are Heading

    Where We Are H eading © 2018 Walmart/C onfidential

  15. Slide 15: Understanding How We View Our Business Will Help Optimize Yours

    Understanding How We View Our Business Will Help Optimize Yours Assortment Fundamentals Content Fulfillment Specialty Category Shopping Experiences Partner Effectiveness © 2018 Walmart/C onfidential

  16. Slide 16: Thank You

    Thank You © 2018 Walmart/C onfidential

Walmart — Conference Presentation (2018) on 6ix