Yesterday we predicted Walmart would clear an extremely high bar, propelled by a wider-than-typical demographic of shoppers finding value in its services.

New highs indeed.

But we can learn a few things from the retail giant.

Let's dive in...

Consumers really want 4 things

On its earnings call, Walmart hit the nail on the head:

"Around the world, our customers and members continue to want four things. They want value; they want a broad assortment of items and services; they want a convenient and enjoyable experience buying them; and they want to do business with a company they trust. 

As every dollar is increasingly stretched, even high-income households are open to trading down to accomplish these 4 goals.

And Walmart isn't the only company set to benefit.

Here are 3 other names on our list that check all of these boxes...

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