2Mon·

Retail stocks - which stock is your favorite? 🛒


After yesterday's quarterly figures from Walmart $WMT (+1.1%) the share is up +7%. This has given me reason to talk about the sector.


These stocks did particularly well last year. Here is a little insight into the 1Year Performance⬇️:

🇺🇸

Walmart $WMT (+1.1%) +37%

Costco Wholesale $COST (+0.38%) +55%

🇨🇦

Alimentation Couche Tard $ATD (+1.18%) +20%

🇳🇱

Ahold Delhaize $AD (-1.38%) also manages the turnaround 📈


I have Ahold Delhaize and Walmart in my portfolio, but speculate on adding Alimentation Couche-Tard.


Which retail stocks do you have in your portfolio?

How do you rate the sector?

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11 Comments

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currently only $AD but considering whether $WMT would still be an option in the second portfolio
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The strongest player in my opinion is and remains Costco.
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Only $KR, thought they were undervalued below 40€ at the time, now fairly valued. I think their management is good, they are trying to improve their margins, are doing strong share buybacks with a rather low payout ratio and I find the upcoming acquisition of Albertsons by Kroger interesting.
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