Walmart has raised its sales and earnings forecast, demonstrating strong performance despite rising tariff costs. This success highlights an investment opportunity in discount retailers and the logistics companies that support their growing e-commerce operations.
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Published on August 22
Consumer behaviour is shifting towards discount retailers as inflation pressures household budgets. These companies are perfectly positioned to capture this growing demand for value.
With 25% growth in global e-commerce sales, the logistics companies supporting these retail giants are experiencing unprecedented demand for their services.
These businesses have demonstrated their ability to thrive even when facing rising costs and tariff pressures, showing remarkable operational strength in challenging conditions.
Walmart's recent forecast upgrade demonstrates the strength of discount retail models in challenging economic conditions. This group captures companies that thrive by offering competitive pricing and efficient supply chains, positioning them to benefit from consumers' increasing focus on value during inflationary periods.
This collection includes both discount retailers and the logistics companies that power their e-commerce growth. These businesses excel at managing high-volume operations whilst maintaining low prices, making them resilient during economic uncertainty when consumers prioritise value over premium options.
These companies were handpicked by professional analysts based on their proven ability to attract price-conscious consumers and efficiently manage complex supply chains. The selection includes established discount leaders and essential logistics providers that form the backbone of modern retail operations.
Market capitalisation breakdown for the Discount Retail Trends 2025 basket, showing concentration among the largest holdings and a long tail of smaller caps.
WMT: $846.88B
COST: $415.48B
DG: $23.22B
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Part of Exinity Group 2015, serving over a million customers globally.
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On average, analysts expect assets in this group to grow 5.53% over the next year.
13 of 15 assets in this group are rated Buy by professional analysts.
