











4 & 5 November 2025
Virtual
2024 Agenda
The new administration has ushered in new policies that have enormous implications for businesses in general and retailers specifically.
Walmart’s size and international presence provide opportunities and challenges for the retailer’s growth plans in 2026 and beyond. Immigration, global trade wars, extreme weather, technology and AI advancements, and shopper sentiment will shape Walmart’s performance.
At this event, we will examine Walmart’s strategies and tactics as it looks to “control the controllables” and the implications for its suppliers.
You’ll leave this event with:
9:00-9:10 AM CT
Welcome and introduction
Karen Kelso, Vice President
9:10 AM-9:50 AM CT
Sidestep risk and find opportunities in a certain economy
Doug Hermanson, Principal Economist
9:50-10:30 AM CT
Does Walmart International help its US business?
David Marcotte, Senior Vice President
10:30-10:45 AM CT
BREAK
10:45 AM-11:30 AM CT
Will low-income customers stay loyal to Walmart?
Karen Kelso, Vice President
11:30 AM-12:15 PM CT
What Walmart can learn from the value channel
Simon Johnston, Senior Director
Karen Kelso, Vice President
12:15-12:30 PM CT
Day 1 recap
Karen Kelso, Vice President
9:00-9:10 AM CT
Welcome and introduction
Karen Kelso, Vice President
9:10-9:50 AM CT
Walmart's Hispanic shopper challenge
Julie Craig, Vice President, Shopper Insights
9:50-10:30 AM CT
Which retail competitors pose the biggest threat to Walmart?
Taylre Stumpf, Lead Analyst
Karen Kelso, Vice President
10:30-10:45 AM CT
BREAK
10:45-11:30 AM CT
How Walmart aims to "control the controllables"
Karen Kelso, Vice President
11:30 AM-12:15 PM CT
Linear to infinity loop: Changes in the path to purchase
Karen Kelso, Vice President
Charlotte Harris, Senior Insights Consultant
12:15-12:30 PM CT
Day 2 recap
Karen Kelso, Vice President
Check back for our speaker updates.
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Attendees will receive a link to virtually access the event prior to the event.
If you do not receive this link, please email events@kantarconsulting.com