This'll be fun to dissect.
> Walmart has spent a shit ton of money on their analytics systems including open source and Teradata.
This is true! More specifically, we're using Teradata and Hadoop.
> They have agreements with various cell companies for geo-fenced info.
First that I've hear of it. If we actually did have this, it would be a major invasion of privacy. There was a pilot to be able to track expensive inventory (Like TVs) around the store to prevent theft, but it was shutdown due to privacy concerns.
> Yet the results are mediocre and Amazon is kicking their ass with strategy.
Go look at our year-over-year for e-commerce and you'll see that we're actually doing very well.
> They have no loyalty program (Sam's has membership) to provide compelling packaged deals to shoppers, they have their Every Day Low Price pretense but check Neighborhood Market prices that vary wildly from super-center prices especially for grocery.
This is where it gets interesting. Most of the variation you'll see is taxes from zone to zone. As well as logistical challenges for certain locations. Given actual places, I could get a breakdown of costs, but alas.
> In reality, WMT is a quasi-monopoly that is dying under its own obesity - it needs to split up. eCommerce at $16B is a joke considering it doesnt make any profit and has take billions in overpriced investment.
Do you watch out our financial calls?
> The management, especially in tech, barely see projects through and has lately removed several long-time employees for "fresh blood". Add turnover in SV and other places, it is chaos.
Management is terrible, I'll agree to that. But HR isn't ageist, and we have thousands of associates that are > 25 year tenure with Walmart and hundreds of those over 35 year tenure.
Turnover in SV is because we meet the bare minimum to compete in the market, not because of management, otherwise you'd see the similar numbers to our offices in Reston, Virginia.
Thanks!