WMT vs COST?
I’m curious what you guys think about how these two compare
Being as how Walmart has a significant presence in both general retail/groceries and warehouse sales, wouldn’t it make sense to invest in them over Costco?
Walmart has a rapidly expanding e-commerce presence, a wide moat and is consistently looking for additional sources of revenue (Vizio purchase, Ibotta investment etc). What would make an investor chose Costco over Walmart?
Genuinely curious, I feel that it’s a case of some feeling that Walmart is a “jack of all trades” and thus a master of none, while Costco does one thing but they do it really well.
Being as how Walmart has a significant presence in both general retail/groceries and warehouse sales, wouldn’t it make sense to invest in them over Costco?
Walmart has a rapidly expanding e-commerce presence, a wide moat and is consistently looking for additional sources of revenue (Vizio purchase, Ibotta investment etc). What would make an investor chose Costco over Walmart?
Genuinely curious, I feel that it’s a case of some feeling that Walmart is a “jack of all trades” and thus a master of none, while Costco does one thing but they do it really well.
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