AntonioSolano Investment Thesis In my last article on Walmart (NYSE:WMT), I analyzed the company’s first quarter performance and explored the factors behind the company’s resilience during what was a challenging microenvironment. I had a HOLD rating on the stock. Since my article was published in May 2024, the stock has gained nearly 14%, significantly outperforming the S&P 500, which gained nearly 7% during the same period. In this article, I investigate the company’s Q2 performance and argue how the c ...