WMT: 2Q22 earnings -- starting to get a better picture; two things:
- poor inventory control; a one-off; seldom seem with Walmart
- clothing sales hit the skids
MCD: link here.
- great execution;
- same recession that WMT is facing
- same demographic as WMT:
- jumping 10% during a recession is no trivial accomplishment; especially when WMT fails same quarter;
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