Bank of America analysts point to Walmart's AI and ad business as growth drivers
· 2d ago · Originally reported by Proactive financial news
Bank of America analysts are highlighting Walmart's advertising and AI businesses as reasons for a bullish outlook on the retailer. The excerpt provided is minimal, so details on the specific analysis are limited. Walmart has been building out its retail media network as a growing revenue stream.
Why it matters
Retail media is one of the fastest-growing areas of digital advertising, and analyst attention signals how central ad revenue has become to big retailers' valuations.
Explain it like I’m new here
It's like a grocery store realizing it can make extra money by selling shelf space to brands — and now the money experts think that side business is a big deal.
Read the original at Proactive financial news
Terms in this story
Guidance (forecast)
Guidance is a public company's own forecast of its future results, such as next quarter's revenue or full-year adjusted EBITDA, usually given as a range alongside an earnings report.
Retail media
Retail media is advertising sold by retailers, on their own websites, apps and stores or elsewhere using their shopper data, letting brands reach customers close to the point of purchase.
Retail media network (RMN)
A retail media network (RMN) is a retailer's advertising business, including its ad inventory, shopper data, ad technology and sales team, that sells ads to brands on and off the retailer's properties.
Go deeper
Related stories
Mattel launches TikTok Shop store with Barbie, Hot Wheels and other brands
Mattel is opening a TikTok Shop store featuring around 20 products spanning Barbie, Hot Wheels, Fisher-Price and Monster High. The launch marks the toy maker's move into social commerce on TikTok.
Fluent Q3 2026: Commerce Media Reaches 70% of Total Revenue
Fluent reported Q3 2026 results with its commerce media business accounting for 70% of total revenue, according to its investor presentation. The figure signals how far the company has shifted its mix toward commerce media over other lines.
Fluent Q3 2026: Commerce Media Reaches 70% of Company Revenue
Fluent released its Q3 2026 investor presentation, highlighting that commerce media now accounts for 70% of the company's revenue. The figure signals how far the performance marketing company has shifted toward retail and commerce-oriented…
Amazon DVA shifts agency fee controls; legacy settings end January 31, 2027
Amazon is moving agencies on its Demand-Side Platform Vendor Access (DVA) program to new fee configuration options, with five fee methods and four fee levels now in open beta. Legacy fee settings will stop working after January 31, 2027…
Fluent doubles Q3 commerce media revenue, hits EBITDA break-even
Fluent reported that its Commerce Media Solutions segment doubled its revenue in the third quarter. The company also achieved adjusted EBITDA break-even for the period, marking a significant financial milestone.
TikTok Shop Adds Sales-Decline Diagnostics for US Sellers
TikTok Shop is giving US sellers up to 10 reasons why a product's sales may have declined, flagging items only when real-time GMV drops and an offline check confirms it. Flagged products are then measured against a benchmark group of top…