Walmart’s earnings came out this morning, with holiday sales beating expectations and e-commerce hitting record highs. Arun Sundaram breaks down which retailers are positioned to outperform in 2026—even as Amazon takes the revenue lead.
00:00 Introduction
00:21 Walmart Earnings – Key Takeaways
01:04 State of the Consumer
02:16 Has the Consumer Shift Changed?
03:03 AI-Driven Shopping – Loyalty or Risk?
04:37 Target’s AI Opportunity
05:44 Retailers Most at Risk
07:00 Tariffs – Prices Rising or Managed?
07:59 Amazon Surpasses Walmart – Does It Matter?
08:42 GLP-1 Impact on Retail
10:02 Top Retail Picks for 2026
10:51 Rapid Fire: This or That
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