Erick Mokaya's avatar
$103.3m follower assets
Young Money Capital's avatar
Both $WMT and $AMZN have clearly shown they believe the omnichannel approach is the way to go. Walmart is building their online presence, while Amazon is building distribution centers. I think this gives the advantage to Walmart because building online is capital light (raises ROIC) and building warehouses is capital intensive (lowers ROIC).