Walmart's recent sales growth, driven by its grocery and e-commerce success, highlights a broader consumer shift towards value and convenience. This creates an investment opportunity in companies that power the retail ecosystem, from supply chain logistics to consumer packaged goods.
Published on February 20
As retailers blend online and offline experiences, the companies powering this transformation are seeing unprecedented demand for their services.
Even high-income shoppers are prioritising value and convenience, creating a massive market opportunity for efficient retail ecosystems.
While everyone watches the retailers, smart investors are looking at the logistics, automation, and supply chain companies making it all possible.
Walmart's impressive 5.6% sales growth and 27% surge in online sales signals a major shift in consumer behaviour towards value and convenience. This creates opportunities for the entire ecosystem of companies that power modern retail, from logistics providers to warehouse automation specialists.
This group focuses on companies that benefit from integrated retail models combining physical and digital operations. These businesses provide essential services like supply chain management, logistics, automation technology, and consumer goods distribution that power today's retail landscape.
Each company was handpicked by professional analysts for their integral role in supporting retail giants like Walmart. As value-focused retailers gain market share through omnichannel strategies, these supporting companies are positioned for parallel growth alongside the retail leaders they serve.
This basket's total market capitalisation is $1.37T and is heavily anchored by a few very large-cap stocks, giving it a generally stable, large-cap‑dominated profile.
WMT: $995.23B
UPS: $98.11B
FDX: $90.08B
Get the full story on this Basket. Read our detailed article on its risks and potential.
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Part of Exinity Group 2015, serving over a million customers globally.
Earn 6% AER on uninvested cash with daily interest payments.
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+6
Here are a few of the assets in this group. Create an account to unlock the full list.
Use the growth calculator to see how much investing in these assets could return over one year, based on aggregated analyst sentiment provided by Refinitive Ltd.
If you invested across these assets:
In 12 months it might be worth:
+17.74%
On average, analysts expect assets in this group to grow 17.74% over the next year.
14 of 16 assets in this group are rated Buy by professional analysts.
