Walmart analyst meeting 2009

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walmart analyst meeting 2009

Wal-Mart Stores, Inc. 16th Annual Meeting for the Investment Community Day 1 Session 1 - Transcript Only Transcript – – US$ – Final Transcript. Wal-Mart Stores, Inc. (NYSE: WMT) webcasts its Investment Community Meeting on Thurs., Oct. 6. Event materials, such as presentations, videos and transcripts are. Analyst Meeting. Tue, Sep 30, PM US/Eastern; Welcome Jay Fitzsimmons: Company Overview Lee Wal-Mart US Tom Coughlin:

Peter Benedict - Robert W. Peter Benedict at Robert Baird. David Strasser of Janney Montgomery. A question -- the bigger ticket items. Are you seeing any issues at it relates to credit -- you were just talking about it a little earlier as part of the reason for the weakness in those areas?

And just along that are you seeing more cash used for purchases inside the stores even for your customer? So, what do you do to try and offset some of that specifically to that area? Adrianne Shapira, Goldman Sachs. Can you talk about private branding, what your thoughts are there? Give us a sense what percentage is today and where you think that can move to?

Michael Exstein - Credit Suisse - Analyst: Michael Exstein with Credit Suisse. Number one, in a prior capacity you competed with Costco. What insight from that period of time do you apply -- will you attempt to apply in this capacity? And secondly, do you take or contemplate taking food stamps and what do you think the impact is on the business? Just following up -- what does their transaction look like -- Unidentified Company Representative inaudible-microphone inaccessible use the microphone.

What does the profitability of those transactions look like, versus the typical transaction? No part of this publication may be reproduced or transmitted in any form or by any means without the prior written consent of Thomson Financial. Hi, Dan Binder, Jefferies. First, you spoke about the pressure in the add-on membership. And if they are negative, when would you expect that to reverse? And the second part of my question had to do with store productivity. And is that something you plan to pursue?

I have two questions. I was curious about the actual conversion rate on your trial members and what that might be. And, is that entire program profitable with the conversion? And then I had a question about capital allocation. Did you want to talk about capital and some of the changes that we might see this year? I have to get the mike. A couple of questions. Typically competitors are nothing like that, right? Secondly, if you could give us a little more color around this Chilean integration -- what is really different?

And then thirdly, perhaps the most difficult question, your operating margins have been down three years in a row on International. Some of that has to do with FX, some to do with acquisitions. And I was curious also you had centralized some processes there with meat and some other areas to reduce costs and I was curious whether or not the competitor is responding to more of a packaged product than a local cut product and how that response might be?

Actually two merchandizing questions. Canyoutalkaboutsomeofthekeyofearnings from the Caterpillar pilot as you evolve your strategy? And what are their long-term objectives here, and how are you measuring success? And then last, you have great generic pricing, but what steps are you taking to improve the pricing on inaudible those particular inaudible which later you were telling in there? But what are the greatest learnings, successes from that program?

Do you have -- are you past the pilot stage? And what steps can you take to change that? You know in the first quarter you talked a bit about on the conference call about the healthcare costs being significantly higher. Can you just talk about the opportunity that through the year or into next year how we should be thinking about that opportunity to manage that a little bit maybe into the back half or least into next year and how we should be thinking about it? So as we think just about that -- the 37 basis points that it was up in the US -- I mean was that -- you said it was predominantly that.

Do you think some of it --? So it may be a little aggressive -- that is Can you give a sense of magnitude on that, or should we just kind of --? Hi, Dan Binder from Jefferies. In recent conversations with Wall Street, Eduardo has talked about the size of the white spaces that are available in terms of store growth in the US.

So the growth rate will stay roughly stable, is that --? Scott Mushkin at Jefferies. A couple of follow up questions for Eduardo actually. Do you have a stated goal where you want to be as far as distance from them? Appears to be eroding with our pricing surveys in some markets.

The second question is you have made acquisitions in the grocery business outside the US. Would you ever consider one inside the US? Ron White - Wells Fargo - Analyst: Ron White with Wells Fargo.

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A question -- the bigger ticket items. In recent conversations with Wall Street, Eduardo has talked about the size of the white spaces that are available in terms of store growth mdeting the US. And then last, you have great generic pricing, but what steps are you taking to improve the pricing on inaudible those particular inaudible which later you were telling in there? Walmart analyst meeting 2009 know in the first quarter you talked a bit about on the conference call about the healthcare costs being significantly higher. Did you want to talk about capital and some of the changes that we walmart analyst meeting 2009 see this year? walmart analyst meeting 2009 walmart analyst meeting 2009

Wal-Mart analyst meeting leaves Wall Street divided

And if they are negative, when would you expect that to reverse? Michael Exstein - Credit Suisse - Analyst: Retrieved Dec 01, from http: And secondly, do you take or contemplate taking food stamps and what do you think the impact is on the business? And what steps can you take to change that? walmart analyst meeting 2009

Wal-Mart Analyst Meeting

And then thirdly, perhaps the most difficult question, your operating margins have been down three years in a row on International. So, what do you do to try and offset some of that specifically to that area? First, you spoke about the pressure in the add-on membership. Thomson StreetEvents —Thomson StreetEvents is a leading provider of Web-based solutions for the investment community, offering services that transform the way companies communicate and meet disclosure requirements while assisting investors in managing and leveraging this information. Andy Bond - Asda Group Ltd. Ron White - Wells Fargo - Analyst: walmart analyst meeting 2009

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walmart analyst meeting 2009

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One Comment

  1. It is a pity, that now I can not express - I am late for a meeting. I will be released - I will necessarily express the opinion on this question.