Walmart Inc. ( NYSE: WMT ) Oppenheimer's 24th Annual Virtual Consumer Growth and E-Commerce Conference June 11, 2024 9:45 AM ET Company Participants John Furner - President and CEO, Walmart U.S.
Conference Call Participants Rupesh Parikh - Oppenheimer Rupesh Parikh Good morning, everyone and thank you for joining us at Oppenheimer's 24th Annual Consumer Growth and E-Commerce Conference. My name is Rupesh Parikh. I'm the Senior Food, Grocery and Consumer Products Analyst here at Oppenheimer.
I'm very excited to introduce our next presenting company, Walmart. Walmart remains a top pick for us, and we continue to see a strong outperformance case over the next 12 to 18 months, driven by share gains and the potential for margin expansion over time. Joining us today are President and CEO of Walmart U.
S., John Furner and Senior Director to Investor Relations, Kary Brunner. So thank you all for being here today.
The format of today's session will be a fireside chat. We'll go through a number of questions that I prepared. Question-and-Answer Session Q - Rupesh Parikh So John, I wanted to kick it off with a couple of macro questions.
So Walmart U.S. continues to see strong top line results in traffic.
However, discretionary has remained relatively soft in recent quarters as consumers manage budgets in the face of multiple quarters of inflationary pressures and are potentially still lapping pandemic buying. So how would you describe the overall health of your consumer as we sit here tod.
