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Walmart's Unique Positioning to Outperform Amazon, Says Analyst
ByAinvest
Thursday, Aug 7, 2025 1:42 pm ET1min read
Analyst Michael Lasser of UBS believes Walmart's upcoming Q2 earnings will reinforce its bullish investment case, citing the company's "underlying momentum" despite economic headwinds. He expects Walmart to demonstrate strength in grocery, health and wellness, and e-commerce, and to show consistent financial performance. Lasser also sees a "unique opportunity for significant margin expansion." Walmart is set to release its Q2 earnings on August 21.
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