Walmart Inc. · NASDAQ:WMT
Walmart — Investor Day (2020)
30 slides from Walmart's investor day presentation, 2020
Slide 1: Investment Community Meeting
Investment Community Meeting INNOVATION CONTINUED
Slide 2: John Furner
John Furner President & Chief Executive Officer, Walmart U.S.
Slide 3: Walmart U.S. FY20 results were solid
Walmart U.S. Comp sales1 Adj. operating income Adj. expense leverage FY20 results +2.8% +2.6% 17 bps were solid Transactions Ticket +1.0% +1.8% Pickup Same-day delivery Store remodels >3,200 >1,600 ~500 1 Comp sales are presented on a 53-week basis Note: See non-GAAP reconciliation provided in Q4 FY
Slide 4: Investment Community Meeting
Investment Community Meeting INNOVATION CONTINUED
Slide 5: Building on our strengths
Building on our strengths
Slide 6: M7 ba
M7 ba
Slide 7: Investments in our associates are paying off
Investments in our associates are paying off Associate turnover 1,500 bps
Slide 8: EDLP/EDLC strategy is working
EDLP/EDLC for less strategy is ra te Bu working e yf Op or less Gro w s le l sa es s o r ll f Se
Slide 9: Investment Community Meeting
Investment Community Meeting INNOVATION CONTINUED
Slide 10: E snu0\0%
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Slide 11: Leveraging the supercenter
| Leveraging the supercenter oes
Slide 12: Investment Community Meeting
Investment Community Meeting INNOVATION CONTINUED
Slide 13: Serving customers how they want to be served
Serving customers how they want to be served
Slide 14: Elevating grocery to deepen customer relationship
Elevating grocery to deepen customer relationship
Slide 15: Slide 15
Slide 16: Strengthening our general merchandise offering
Strengthening our general merchandise offering
Slide 17: Investment Community Meeting
Investment Community Meeting INNOVATION CONTINUED
Slide 18: Same-day pickup adoption increasing
Same-day pickup adoption increasing Avg. Basket Size NPS >2x (vs. in-store basket) ~80
Slide 19: Scaling same-day delivery to save customers time
Scaling same-day delivery to save customers time
Slide 20: Expanding GM assortment for same-day pickup & delivery
Expanding GM assortment for same-day pickup & delivery
Slide 21: Investment Community Meeting
Investment Community Meeting INNOVATION CONTINUED
Slide 22: Innovative technology is increasing speed and efficiency
Innovative technology is increasing speed and efficiency Shelf-Scanning Autonomous FAST Robot Floor Scrubber Unloader
Slide 23: Investment Community Meeting
Investment Community Meeting INNOVATION CONTINUED
Slide 24: Customer-centered tech solutions
Customer-centered tech solutions
Slide 25: Investment Community Meeting
Investment Community Meeting INNOVATION CONTINUED
Slide 26: Enhancing services in Supercenters
Enhancing services in Supercenters Walmart Health Center pilot Pharmacy & optical modernization
Slide 27: Providing greater opportunities for associates
Providing greater opportunities for associates
Slide 28: Investment Community Meeting
Investment Community Meeting INNOVATION CONTINUED
Slide 29: Key takeaways
Key takeaways Serving customers how they want to shop Maintaining grocery momentum Expanding assortment of GM for same-day delivery Leveraging technology to remove friction
Slide 30: Investment Community Meeting
Investment Community Meeting INNOVATION CONTINUED