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Leaked Walmart memo reveals competitive threats

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Re: Leaked Walmart memo reveals competitive threats

#2
I think Wal*Mart has an image problem.

I’ve gone into their stores. Their stock assortment isn’t bad compared to the competition. In fact, aside from Whole Foods on the organic/bio side of things, they measure up very well and better compared to their competition. They are more of a hypermart where you can do one stop shopping ala Carrefour.

The issues I see are: very drab color palette. Working class shoppers. Sure, it’s elitist, but people like shopping alongside people in their own stratum.

They could likely address this by having a second more upscale brand.

Re: Leaked Walmart memo reveals competitive threats

#3
post #2

I think Wal*Mart has an image problem. I’ve gone into their stores. Their stock assortment isn’t bad compared to the competition. In fact, aside from Whole Foods on the organic/bio side of things, they measure up very well and better compared to their competition. They are more of a hypermart where you can do one stop shopping ala Carrefour. The issues I see are: very drab color palette. Working class shoppers. Sure,…

>They could likely address this by having a second more upscale brand.

That's kinda what Sam's Club is, though Sam's is competing against Costco

Re: Leaked Walmart memo reveals competitive threats

#4
Instacart is a threat to WalMart? That's a surprise. I had no idea Instacart was that big. I think of them as a gig-economy delivery service that delivers only 80% of what you order.

The whole business of sending people to do shopping in retail stores seems a temporary business until the grocery industry gets fulfillment figured out. It's like a throwback to the early days of Internet commerce, when the web site didn't talk to the inventory system, so many orders could not be fulfilled properly.

Re: Leaked Walmart memo reveals competitive threats

#5
post #2

I think Wal*Mart has an image problem. I’ve gone into their stores. Their stock assortment isn’t bad compared to the competition. In fact, aside from Whole Foods on the organic/bio side of things, they measure up very well and better compared to their competition. They are more of a hypermart where you can do one stop shopping ala Carrefour. The issues I see are: very drab color palette. Working class shoppers. Sure,…

>They could likely address this by having a second more upscale brand. That's kinda what Sam's Club is, though Sam's is competing against Costco

Let me restate that: upscale and hip targeted at middle and upper middle/aspirational in urban and proximate suburban enviros.

Re: Leaked Walmart memo reveals competitive threats

#6
post #2

I think Wal*Mart has an image problem. I’ve gone into their stores. Their stock assortment isn’t bad compared to the competition. In fact, aside from Whole Foods on the organic/bio side of things, they measure up very well and better compared to their competition. They are more of a hypermart where you can do one stop shopping ala Carrefour. The issues I see are: very drab color palette. Working class shoppers. Sure,…

>They could likely address this by having a second more upscale brand. That's kinda what Sam's Club is, though Sam's is competing against Costco

Doesn't sound like it:

> Like other warehouse clubs, Sam's Club sells most of its merchandise in bulk and directly off pallets.

Nothing upscale about that.

https://en.wikipedia.org/wiki/Sam's_Club

Re: Leaked Walmart memo reveals competitive threats

#7
The biggest thing keeping me from shopping at Walmart is their anti-competitive and predatory behavior and the way they treat their employees and vendors.

Nothing else really matters to me regarding Walmart. There's no subscription service that would get me to shop at Walmart more than I do today (which is zero). There's no competitor that could decline in such a way that I would shop at Walmart. I know many in my social circles feel the same way.

Re: Leaked Walmart memo reveals competitive threats

#8
post #2

I think Wal*Mart has an image problem. I’ve gone into their stores. Their stock assortment isn’t bad compared to the competition. In fact, aside from Whole Foods on the organic/bio side of things, they measure up very well and better compared to their competition. They are more of a hypermart where you can do one stop shopping ala Carrefour. The issues I see are: very drab color palette. Working class shoppers. Sure,…

[deleted]

Re: Leaked Walmart memo reveals competitive threats

#9
post #2

I think Wal*Mart has an image problem. I’ve gone into their stores. Their stock assortment isn’t bad compared to the competition. In fact, aside from Whole Foods on the organic/bio side of things, they measure up very well and better compared to their competition. They are more of a hypermart where you can do one stop shopping ala Carrefour. The issues I see are: very drab color palette. Working class shoppers. Sure,…

Basically you want a Walmart for white people? It’s elitist thinking like this further grows the space between the “working class” and rich.

Re: Leaked Walmart memo reveals competitive threats

#10
post #2

I think Wal*Mart has an image problem. I’ve gone into their stores. Their stock assortment isn’t bad compared to the competition. In fact, aside from Whole Foods on the organic/bio side of things, they measure up very well and better compared to their competition. They are more of a hypermart where you can do one stop shopping ala Carrefour. The issues I see are: very drab color palette. Working class shoppers. Sure,…

> Working class shoppers. Sure, it’s elitist, but people like shopping alongside people in their own stratum.

Eh, I think the problem isn't even "lower class" it's "I don't want to shop at a store with a meth lab"[1]

How does walmart begin to fix problems like that? IDK. Even Kmart back in the day didn't have that sort of image problem. Heck, other brands like Kroger or albertsons/safeway don't have that problem. It's a pretty unique problem to the walmart brand.

Oddly enough, Asda (walmart's UK brand name) doesn't have the same image problem. It really is a problem unique to the US walmart brand.

[1] https://slate.com/news-and-politics/2015/03/meth-labs-in-wal...

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