2017 investment community meeting - walmart.com · pickup discount on walmart.com apr 2017 1-hour...

2017 Investment Community MeetingMoving With Speed

Doug McMillonWalmart

Pickup Discount on walmart.com

APR 2017

1-hour grocery deliveryin China from 130 stores

MAY 2017

Mobile Express Pharmacylaunched

FEB 2017

ModCloth acquiredMAR 2017

Began associate deliverytest in 3 U.S. stores

JUN 201750M items onwalmart.com

MAY 2017

20M items onwalmart.com

OCT 2016Walmex launches

Club Pickupin all Sam’s Clubs

FEB 20171,000th Online Grocery

location in U.S.

SEP 2017Jet Fresh delivery

covers approximately50% of U.S. population

JUN 2017Google partnership to

deliver personalized voice shopping

AUG 2017Sold Yihaodian andinvested in JD.com

JUN 201624-hour automated

grocery pickupin Oklahoma City

MAR 2017

Parcel acquired

OCT 2017JUN 2017

Bonobos acquired

2-Day Free Shippingon walmart.com orders

of $35 or more

JAN 2017

Expansion of Ubersame day delivery

AUG 2017

Moved current associatewages to $10/hour

FEB 2016Easy Reorder

on walmart.com

MAY 2017

Shoebuy acquired

JAN 2017walmart.com assortment expanded to 67M items

SEP 2017

Moosejaw acquired

FEB 2017SEPT 2016

Jet acquired1st Pickup Tower

in-store

SEP 2016

Added 8,000 Department Managers

JUN 2015

1st Academyopened

JUN 201650th Academy

opened

JAN 2017100th Academy

opened

APR 2017U.S. Store Managers

receive tablets

AUG 2015200th Academy

opens

PLANNED JAN 2018

Walmart Paynationwide

JUL 2016Improved returns process

and launchedMobile Express Returns

OCT 2017

250th Online Grocerylocation in U.S.

MAY 2016


SEP 2016

Sam’s Club Scan & Gonationwide

OCT 2016Online grocery delivery

in Toronto

MAR 2017


OCT 2016Sold Suburbia

in Mexico

APR 2017

269 storesclosed globally

JAN 2016

100th Pickup Towerin-store

PLANNED JAN 20181,100th Online Grocery

location in U.S.

PLANNED JAN 2018

Uber same daydelivery launched

JUN 2016Provided associates with mobile devices


MAY 20168M items on walmart.com

JAN 2016Mobile Express Money Services

launched

FEB 2017

Moving with speed on a stronger foundation

Foundational improvements

✓ Investment in our associates - tools and training ✓ Store experience - Clean, Fast, Friendly improvement ✓ Lowering prices ✓ Reducing inventory ✓ eCommerce assortment improvement ✓ Portfolio adjustments


APR 2017


MAY 2017


FEB 2017




MAY 2017





location in U.S.








MAR 2017

Parcel acquired

OCT 2017JUN 2017

Bonobos acquired


of $35 or more

JAN 2017


AUG 2017



on walmart.com

MAY 2017

Shoebuy acquired


SEP 2017

Moosejaw acquired

FEB 2017SEPT 2016


in-store

SEP 2016

Added 8,000Department Managers

JUN 2015

1st Academyopened


opened


opened


receive tablets


opens

PLANNED JAN 2018




OCT 2017

250th Online Grocery location in U.S.

MAY 2016


SEP 2016



in Toronto

MAR 2017



in Mexico

APR 2017


JAN 2016



location in U.S.

PLANNED JAN 2018






launched

FEB 2017





APR 2017


MAY 2017


FEB 2017


Began associate delivery test in 3 U.S. stores


MAY 2017





location in U.S.








MAR 2017

Parcel acquired

OCT 2017JUN 2017

Bonobos acquired


of $35 or more

JAN 2017


AUG 2017



on walmart.com

MAY 2017

Shoebuy acquired


SEP 2017

Moosejaw acquired

FEB 2017SEPT 2016


in-store

SEP 2016

Added 8,000Department Managers

JUN 2015

1st Academyopened


opened


opened


receive tablets


opens

PLANNED JAN 2018




OCT 2017


MAY 2016


SEP 2016



in Toronto

MAR 2017

2-hour grocery delivery in China from 20 stores


in Mexico

APR 2017


JAN 2016



location in U.S.

PLANNED JAN 2018






launched

FEB 2017





APR 2017


MAY 2017


FEB 2017




MAY 2017





location in U.S.








MAR 2017

Parcel acquired

OCT 2017JUN 2017

Bonobos acquired


of $35 or more

JAN 2017


AUG 2017



on walmart.com

MAY 2017

Shoebuy acquired


SEP 2017

Moosejaw acquired

FEB 2017SEPT 2016


in-store

SEP 2016


JUN 2015

1st Academyopened


opened


opened


receive tablets


opens

PLANNED JAN 2018




OCT 2017


MAY 2016


SEP 2016



in Toronto

MAR 2017



in Mexico

APR 2017


JAN 2016



location in U.S.

PLANNED JAN 2018






launched

FEB 2017





APR 2017


MAY 2017


FEB 2017




MAY 2017





location in U.S.








MAR 2017

Parcel acquired

OCT 2017JUN 2017

Bonobos acquired


of $35 or more

JAN 2017


AUG 2017



on walmart.com

MAY 2017

Shoebuy acquired


SEP 2017

Moosejaw acquired

FEB 2017SEPT 2016


in-store

SEP 2016


JUN 2015

1st Academyopened


opened


opened


receive tablets


opens

PLANNED JAN 2018




OCT 2017


MAY 2016

500th Online Grocery location in U.S.

SEP 2016



in Toronto

MAR 2017



in Mexico

APR 2017


JAN 2016



location in U.S.

PLANNED JAN 2018






launched

FEB 2017





APR 2017


MAY 2017


FEB 2017




MAY 2017





location in U.S.








MAR 2017

Parcel acquired

OCT 2017JUN 2017

Bonobos acquired


of $35 or more

JAN 2017


AUG 2017



on walmart.com

MAY 2017

Shoebuy acquired


SEP 2017

Moosejaw acquired

FEB 2017SEPT 2016


in-store

SEP 2016


JUN 2015

1st Academyopened


opened


opened


receive tablets


opens

PLANNED JAN 2018




OCT 2017


MAY 2016


SEP 2016



in Toronto

MAR 2017



in Mexico

APR 2017


JAN 2016



location in U.S.

PLANNED JAN 2018






launched

FEB 2017




2017 Investment Community Meeting

Serving our customers

Stores eCommerce2X

Sweet spotCustomers who shop in store and become eCommerce customers spend nearly twice as much overall.


the spendWhen we convert store-only customers to be eCommerce customers, they spend more in stores.

Online Grocery Pickup customers spend more overall.

Nearly


Forrester dataThe U.S. retail market

eCommerce

The physical market is growing, and our position is strong.

It’s also foundational to winning online grocery.

$3.1T$.4T

Growing 14%

Grocery

Grocery

StoresGrowing 2%


eCommerce penetration by category

2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017

80%

0%

40%

Entertainment

Electronics

Books

Toys

Apparel

HomeHealth and BeautyGrocery

Sports

Pets

U.S. market

Forrester data


✓ Purchase frequently ✓ Buy in baskets ✓ Price sensitive

✓ Stores close to customers ✓ Perishable supply chain ✓ Associates ✓ Scale

Winning requires

Customers

eCommerce penetration - grocery

2008 2009 2010 2011 2012 2013 2014 2015 2016 2017

Grocery

Forrester data

U.S. market


Saving customers time with delivery


Shop in a store

Pick it up

Have it deliveredTo the home, in the garage, or all the way to the fridge5,316 stores and clubs,

within 10 miles of 90% of the population, supported by 147 distribution centers.

Seamless grocery customer experience

Make every day easier for busy

familiesChange how

we workDeliver results

and operate with discipline

Be the most trusted retailer

Our plan to win


✓ Price and value ✓ Be great merchants ✓ Easy, fast, friendly, and

fun experience

Makeevery day easier for busy families


Change how we work✓ Invest in and empower our associates ✓ Create a high-performance culture ✓ Strengthen diversity and inclusion ✓ High-performance digital enterprise


✓ Strong, efficient growth ✓ Consistent operating discipline ✓ Strategic capital allocation

Deliver results and operate with discipline


Be the most trusted retailer✓ Model excellence in global

compliance and ethics ✓ Lead on social and environmental

issues globally ✓ Contribute to the communities

where we operate ✓ Tell our story more effectively


50% of our operations will be powered by renewable energy by 2025

26% of our operations powered by renewable energy last year

We will sell moresustainable products96% of high-priority chemicals removed in products we sell at Walmart and Sam’s Club

to landfill in 4 of our larger markets across the supply chain by 2025Zero waste

77% of our global waste was diverted from landfills last year of emissions removed from our supply chain by 2030

One Gigaton


Goals and progress in sustainability


$250BCommitment to American jobs – on track


Providing opportunity and serving our communities

179,000+Veterans hired

225,000U.S. associates to be trained in Academies

$35MCommitted to 2017 hurricane and disaster relief


Momentum inthe business

Moving with speed

Our plan to win plays to our strengths

Disciplined with costs and capital

Key takeaways


2017 investment community meeting - walmart.com · pickup discount on walmart.com apr 2017 1-hour...

Documents