Consumer Retailing U.S. Community
Our community narratives are driven by numbers and valuation.
Consumer Retailing U.S. Investing Ideas
Walmart
30.7% undervalued intrinsic discount
Walmart's 'Other' Segment Will Power New Growth Beyond Retail
View narrativePR
Updated 25 Jun
Walmart
17.6% undervalued intrinsic discount
Innovative, increasing competition from Amazon
View narrativeMA
Updated 3 Jun
Sprouts Farmers Market
24.2% undervalued intrinsic discount
The Grocery Store That Shrank Its Way to Prosperity
View narrativeTR
Updated 20 Mar
Costco Wholesale
40.8% undervalued intrinsic discount
Costco Wholesale will achieve a profit margin increase of 2.9426% in the next five years
View narrativeFO
Published 20 Nov 2025
Kroger
10.9% undervalued intrinsic discount
New
KR | The Kroger Co.: What They Said vs. What They Did
View narrativeLU
Published 11 Sep
BJ's Wholesale Club Holdings
15.5% undervalued intrinsic discount
BJ | BJ's Wholesale Club: What They Said vs. What They Did
View narrativeLU
Published 21 Aug
Costco Wholesale
24.6% overvalued intrinsic discount
Investment Thesis: Costco Wholesale (COST)
View narrativeTI
Published 28 Dec 2025
Walmart
43.5% overvalued intrinsic discount
Walmart’s Margin Expansion and Emerging Market Growth Can Deliver Strong Returns
View narrativeST
Published 15 Jan 2024
Walmart
49.4% overvalued intrinsic discount
Benefits of Automation And E-Commerce Will Deliver Healthy Margin Expansion
View narrativeGO
Published 22 Sep 2023
