$WMT $AMZN Here's what i think's going to happen with walmart plus: Walmart is waiting to see how Amazon does on Thursday. If they beat and they do really well this quarter, i think walmart is going to back off and delay national launch of plus, maybe opting for small regional launch first instead. HOWEVER, if amazon doesn't do too well with ER and rather misses, then i think Walmart is going to take advantage, jump on that and probably late Thursday afternoon (after AMZN ER) or first thing Friday morning will put a PR about nationwide launch of walmart plus to get the maximum financial positive impact/benefit. Either way, i'm not buying until i see confirmation of launch. Still wonder if walmart execs may keep plus in back pocket, especially since covid numbers are worsening and makes sense to delay (kinda like how they did earlier in year). But a disappointing Amazon miss can be oh so tempting to launch that's for sure. GL.
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