9:00-9:10 AM CT
Welcome and introduction
Karen Kelso, Vice President, Mass and Club

9:10-9:50 AM CT
The cost of Walmart’s low prices: Spending to save
Karen Kelso, Vice President, Mass and Club

• Explore how efficiencies drive EDLP and change key performance indicators.
• Understand how packaging/robotics changes and logistics upgrades will create new challenges for suppliers.
• Discuss the implications of Walmart’s expanding services businesses on Walmart’s suppliers.

9:50-10:30 AM CT
Are low prices enough to keep shoppers loyal to Walmart?
Mary Brett Whitfield, Senior Vice President, Head of Shopper Insights
Julie Craig, Vice President, Shopper Insights

• Learn how shoppers’ definition of value is evolving.
• Re-examine shoppers’ expectations for and attitudes about prices at Walmart and its retail competitors.
• Analyze which channels are most likely to take share from Walmart by providing better value.

10:30-10:45 AM CT
BREAK

10:45-11:30 AM CT
Are Walmart’s ‘bettergoods’ good enough?
Taylre Stumpf, Senior Analyst, Target
Karen Kelso, Vice President, Mass and Club

• Examine the objectives for bettergoods, why the new line matters to Walmart, and which shopper groups it targets.
• Consider how the bettergoods offer compares with other premium private label offers (g., customer trust, foodie background, use of FOMO and limited-time offers).
• Calculate the likelihood of making inroads with the “foodie” shopper.

11:30 AM-12:15 PM CT
Walmart woos high-income customers: Will the relationship last?
Doug Hermanson, Principal Economist
Karen Kelso, Vice President, Mass and Club

• Learn about the bifurcation of shoppers and its impact on low-price retailers.
• Reflect on the factors behind Walmart’s success with high-income shoppers and tactics to strengthen that relationship.
• Look forward to approaches Walmart will likely implement to maintain and build loyalty with the higher-income cohort.

12:15-12:30 PM CT
Day 1 recap
Karen Kelso, Vice President, Mass and Club

9:00-9:10 AM CT
Welcome and introduction
Karen Kelso, Vice President, Mass and Club

9:10-9:50 AM CT
Membership matters: Pursuing loyalty from Walmart+ members
Gina Logan, Principal Analyst, Club
Misha Jethwa, Manager, Shopper Insights

• Who are Walmart+ member cohorts, what motivates them, and what keeps them coming back?
• How does Walmart+ stack up against other membership programs?
• How does Walmart+ plan to deliver differentiated, meaningful value to members?

9:50-10:30 AM CT
Convenience matters: Delivering against shoppers’ expectations
Simon Johnstone, Senior Director, Convenience

• Compare how shoppers view convenience across channels and retailers.
• Find the common factors among retailers that deliver standout convenience.
• Look ahead to how Walmart plans to improve its convenience offer.

10:30-10:45 AM CT
BREAK

10:45-11:30 AM CT
Store experience matters: Maintaining new store standards?
Julie Craig, Vice President, Shopper Insights
Karen Kelso, Vice President, Mass and Club

• Review metrics on the importance of the in-store experience.
• Check in with Walmart’s Store of the Future formats and assess their consistency over time.
• Predict future store changes and implications for Walmart’s suppliers.

11:30 AM-12:15 PM CT
Customer value matters: Value beyond price
Taylre Stumpf, Senior Analyst, Retail Insights
Anna Brennan, Senior Analyst, Digital
Karen Kelso, Vice President, Mass and Club

• Check in with how shoppers view value, what it means, and which retailers consistently deliver it.
• Dig into the components of value and how they vary across shoppers and Walmart, Target, and Amazon.
• Understand suppliers’ role in delivering customer value.

12:15-12:30 PM CT
Day 2 recap
Karen Kelso, Vice President, Mass and Club