Walmart Investor Day template€¦ · 10/14/2014 8 . Offering customers more options online Tripled...

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Transcript of Walmart Investor Day template€¦ · 10/14/2014 8 . Offering customers more options online Tripled...

Page 1: Walmart Investor Day template€¦ · 10/14/2014 8 . Offering customers more options online Tripled the size of assortment over last 2 years . Smart-phones 10x increase in the size

10/14/2014

Page 2: Walmart Investor Day template€¦ · 10/14/2014 8 . Offering customers more options online Tripled the size of assortment over last 2 years . Smart-phones 10x increase in the size

10/14/2014

Neil Ashe President and CEO Global eCommerce

Page 3: Walmart Investor Day template€¦ · 10/14/2014 8 . Offering customers more options online Tripled the size of assortment over last 2 years . Smart-phones 10x increase in the size

10/14/2014 3

Anticipating customer needs

Page 4: Walmart Investor Day template€¦ · 10/14/2014 8 . Offering customers more options online Tripled the size of assortment over last 2 years . Smart-phones 10x increase in the size

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Anticipating customer needs: Savings Catcher

# of receipts submitted to date

33MM +

Key program statistics

2MM +

# new walmart.com customers brought in by

Savings Catcher As of Aug. 4, 2014

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Redefining the Walmart experience

Smart phones

Tablets

Computers Home delivery

Pick up

Stores & clubs

Page 6: Walmart Investor Day template€¦ · 10/14/2014 8 . Offering customers more options online Tripled the size of assortment over last 2 years . Smart-phones 10x increase in the size

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Leveraging our foundation

Stores & clubs Smart

phones

Tablets

Computers Home delivery

Pick up

Page 7: Walmart Investor Day template€¦ · 10/14/2014 8 . Offering customers more options online Tripled the size of assortment over last 2 years . Smart-phones 10x increase in the size

10/14/2014

Fernando Madeira President & CEO, walmart.com

Founder and CEO of Terra.com 2009 World Economic Forum Young Global Leader

2004 Entrepreneur of the Year (Brazil) INSEAD, Harvard

Michael Bender Chief Operating Officer,

Global eCommerce EVP & President, Walmart U.S.

EVP, Sales & Marketing, Cardinal Health Stanford, Kellogg

Page 8: Walmart Investor Day template€¦ · 10/14/2014 8 . Offering customers more options online Tripled the size of assortment over last 2 years . Smart-phones 10x increase in the size

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Offering customers more options online

Tripled the size of assortment over last 2 years Smart-

phones

10x increase in the size of assortment YOY1

Doubled general merchandise assortment YOY

Home delivery

Pick up

Stores & clubs

Smart phones

Tablets

Computers

1 Brazil marketplace opened in October 2013

Page 9: Walmart Investor Day template€¦ · 10/14/2014 8 . Offering customers more options online Tripled the size of assortment over last 2 years . Smart-phones 10x increase in the size

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New Walmart digital experience

Smart-phones

Home delivery

Pick up

Stores & clubs

Tablets

Computers

Smart phones

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New Walmart digital experience

Smart-phones Smart-phones

Home delivery

Pick up

Stores & clubs

Tablets

Computers

Smart phones

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New Walmart digital experience

Smart-phones Smart-phones

Home delivery

Pick up

Stores & clubs

Tablets

Computers

Smart phones

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New Walmart digital experience

Smart-phones Smart-phones

Home delivery

Pick up

Stores & clubs

Computers

Smart phones

Tablets

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New Walmart digital experience

Smart phones

Home delivery

Pick up

Stores & clubs

Tablets

Computers

Page 14: Walmart Investor Day template€¦ · 10/14/2014 8 . Offering customers more options online Tripled the size of assortment over last 2 years . Smart-phones 10x increase in the size

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New walmart.com experience

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More ways to serve customers

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Pick up

Smart phones

Stores & clubs

Tablets

Computers Home

delivery

Pick up

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More ways to serve customers

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Pick up & Delivery

Smart phones

Stores & clubs

Tablets

Computers Home

delivery

Pick up

Page 17: Walmart Investor Day template€¦ · 10/14/2014 8 . Offering customers more options online Tripled the size of assortment over last 2 years . Smart-phones 10x increase in the size

10/14/2014

More ways to serve customers

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Pick up

Smart phones

Stores & clubs

Tablets

Computers Home

delivery

Pick up

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Pick up

More ways to serve customers

Bentonville, AR Denver, CO Smart phones

Stores & clubs

Tablets

Computers Home

delivery

Pick up

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Serving moms in Denver

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10/14/2014

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Serving customers across markets

Smart phones

Tablets

Computers Home delivery

Pick up

Stores & clubs

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Focusing on largest eCommerce markets first

All 11 Walmart GeC Markets:

(% of FY20 World eCommerce)

~ 75%

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Technology Data & insights Next-generation supply chain

Talent

Building the digital foundation

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Pangaea will transform the customer experience

Pangaea will improve speed, scalability, flexibility, and more

Pangaea offers better tools and automation, global readiness, larger catalog capacity, makes it easier to do our job

CUSTOMERS

TECHNOLOGY

BUSINESS & ASSOCIATES

Pangaea: eCommerce operating system

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Data and insights to drive decisions

Customers Merchants

Operators

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Dedicated fulfillment centers

Ship-from-store locations

Shared distribution centers

Next generation supply chain Winning by being Walmart

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Our leadership team is in place

Fernando Madeira President & CEO

walmart.com

Michael Bender COO

Global eCommerce

Anne Myong CFO

Global eCommerce

Jeremy King CTO

Global eCommerce

Jamie Iannone President & CEO

samsclub.com

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Building best-in-class technology company on strength of talent

Talent acquisition through M&A Direct hire program

# applicants for tech roles at Walmart GeC (US only)

YoY increase in # interns

~ 34,000

2011

2012

2013

2014

% of applicants who were extended offers < 2%

Sep FY14–Sep FY15

Full-time hiring

Intern program

Offer acceptance rate 80%+

~ 65%

~ 80% % of interns with Masters / PhD

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Building an internet technology company inside the world’s largest retailer

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Results: We’re outpacing market growth

Note: Market growth estimates provided by Forrester. FY15 Walmart revenue growth is estimated.

Page 30: Walmart Investor Day template€¦ · 10/14/2014 8 . Offering customers more options online Tripled the size of assortment over last 2 years . Smart-phones 10x increase in the size

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Offering our customers more this holiday

Smart phones

Tablets

Computers Home delivery

Pick up

Stores & clubs

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Key takeaways

Marrying best-in-class eCommerce with assets of world’s largest retailer

Offering access, experience and expanded assortment at Walmart prices

Outpacing market growth in key markets

Anticipating customer needs

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10/14/2014

Thank You

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10/14/2014

Q A

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10/14/2014

Page 35: Walmart Investor Day template€¦ · 10/14/2014 8 . Offering customers more options online Tripled the size of assortment over last 2 years . Smart-phones 10x increase in the size
Page 36: Walmart Investor Day template€¦ · 10/14/2014 8 . Offering customers more options online Tripled the size of assortment over last 2 years . Smart-phones 10x increase in the size
Page 37: Walmart Investor Day template€¦ · 10/14/2014 8 . Offering customers more options online Tripled the size of assortment over last 2 years . Smart-phones 10x increase in the size
Page 38: Walmart Investor Day template€¦ · 10/14/2014 8 . Offering customers more options online Tripled the size of assortment over last 2 years . Smart-phones 10x increase in the size
Page 39: Walmart Investor Day template€¦ · 10/14/2014 8 . Offering customers more options online Tripled the size of assortment over last 2 years . Smart-phones 10x increase in the size
Page 40: Walmart Investor Day template€¦ · 10/14/2014 8 . Offering customers more options online Tripled the size of assortment over last 2 years . Smart-phones 10x increase in the size
Page 41: Walmart Investor Day template€¦ · 10/14/2014 8 . Offering customers more options online Tripled the size of assortment over last 2 years . Smart-phones 10x increase in the size
Page 42: Walmart Investor Day template€¦ · 10/14/2014 8 . Offering customers more options online Tripled the size of assortment over last 2 years . Smart-phones 10x increase in the size
Page 43: Walmart Investor Day template€¦ · 10/14/2014 8 . Offering customers more options online Tripled the size of assortment over last 2 years . Smart-phones 10x increase in the size
Page 44: Walmart Investor Day template€¦ · 10/14/2014 8 . Offering customers more options online Tripled the size of assortment over last 2 years . Smart-phones 10x increase in the size
Page 45: Walmart Investor Day template€¦ · 10/14/2014 8 . Offering customers more options online Tripled the size of assortment over last 2 years . Smart-phones 10x increase in the size
Page 46: Walmart Investor Day template€¦ · 10/14/2014 8 . Offering customers more options online Tripled the size of assortment over last 2 years . Smart-phones 10x increase in the size
Page 47: Walmart Investor Day template€¦ · 10/14/2014 8 . Offering customers more options online Tripled the size of assortment over last 2 years . Smart-phones 10x increase in the size
Page 48: Walmart Investor Day template€¦ · 10/14/2014 8 . Offering customers more options online Tripled the size of assortment over last 2 years . Smart-phones 10x increase in the size