Fast Money Blog- 2/21/25
Attention:
Don’t rush through this week’s Fast Money Blog. This is one that you will want to carefully read.
The number one stock to own in this market is Walmart, Inc. (WMT).
From a revenue point of view Walmart is outperforming everyone.
This week Walmart released its Q4 2025 earnings report with top-line revenue of $182.6 billion, up 5.3% year-over-year.
Just to give you some idea of how remarkable this is, let me remind you that during the same period of time, The Walt Disney Company (DIS) only earned $24.7 billion and Microsoft Corporation (MSFT) took in only $69.6 billion.
During what might be an economically challenging era, everyone is going to shop at value-driven stores, like Walmart. Do yourself a favor and buy ten shares of Walmart right now.
Walmart shares have risen over 75% in the last 52 weeks alone and almost 140% over the past 5 years.
Other highlights from Walmart’s Q4 2025 Earnings Report:
Similar to Costco, Walmart has been appealing to higher-income shoppers, especially from online sales, as it has expanded its online items to include higher-end clothing, jewelry and home goods.
Walmart's US e-commerce sales jumped 20% year over year, while Global eCommerce sales grew 16%.
Its subscription service, Walmart+, which offers free delivery for $12.95 a month— saw double-digit growth in the quarter, showing that shoppers will pay extra to have items delivered within three hours.
The company’s global advertising business grew 29% in the quarter, including 24% for Walmart in the U.S. alone.
Sam’s Club quarterly revenue was $23.1 billion, up 5.7%, while its e-commerce sales for the quarter were up 24%.
For its fiscal year, Walmart had top-line revenue of $681 billion, up 5.6%.
Even More Good News
Company announced also announced a 13% increase in its annual dividend to $0.94 per share.
Another important thing to point out is Walmart’s recent acquisition of Vizio, a popular low-cost television manufacturer. This move is not simply about expanding their product lineup. Instead, it is a smart and sophisticated strategy to integrate its retail operations, owned media channels and TV hardware into a cohesive ecosystem designed to generate and share data, influence shopping behavior and, drive sales through advertising.
If you are in a wealth building mode, don’t sleep on Walmart shares. You will want to add Walmart stock to your portfolio.
I think you get the picture by now!
Tyrone Jackson, The Wealthy Investor