Becker Private Equity & Business Podcast
Walmart, UnitedHealthCare & Facebook 2-21-25
Fri, 21 Feb 2025
In this episode, Scott Becker breaks down the latest market movements, including Walmart’s slowdown warning, UnitedHealthcare’s sharp drop amid a DOJ investigation, and Meta’s continued stock surge.
Chapter 1: What is Walmart's current growth outlook?
This is Scott Becker with the Becker Private Equity and Business Podcast. Today's discussion is Walmart, UnitedHealthcare, and Facebook. So here's the gist today of what's going on. Walmart dropped 6.5% yesterday. Again, there is some issue. Walmart protects slower growth for next year. There is some of this content of as Walmart goes, so goes the nation.
It's a top one or two company in revenues in the country with it and Amazon sort of hand in hand. But it's projecting a little slower growth, a little tighter on consumer spending. Obviously, if the government actually goes through with cutting deficit some or cutting spending some, we're probably going to see more of that caution because people have less money to play with. Good and bad.
Chapter 2: How is UnitedHealthcare affected by the DOJ investigation?
Chapter 3: What are the implications of Walmart's performance on the economy?
This is Scott Becker with the Becker Private Equity and Business Podcast. Today's discussion is Walmart, UnitedHealthcare, and Facebook. So here's the gist today of what's going on. Walmart dropped 6.5% yesterday. Again, there is some issue. Walmart protects slower growth for next year. There is some of this content of as Walmart goes, so goes the nation.
Chapter 4: What is the significance of consumer spending trends?
It's a top one or two company in revenues in the country with it and Amazon sort of hand in hand. But it's projecting a little slower growth, a little tighter on consumer spending. Obviously, if the government actually goes through with cutting deficit some or cutting spending some, we're probably going to see more of that caution because people have less money to play with. Good and bad.
Second, UnitedHealthcare is down 8% today on news of the Department of Justice investigation into Medicare billing and coding and so forth. That's a challenging news, again, for one of the biggest companies in the country, both United and Amazon. Walmart right up there in the top five in revenues in the country. I think United currently number three, Walmart number two or one.
So always a bad sign when the two of them get hammered on stock price in terms of investors. The third company we're following this year is Facebook Meta Platforms. And this company continues to perform well. Mark Zuckerberg continues to knock it out of the park. They're up about 18% year to date. Again, a couple other things that we're following. The U.S.
lost to Canada last night in the four-nation faceoff, the finals there. Great, great hockey. Probably good for Canada, given how many challenges they have anyways to get a win there. And then the markets are down today significantly, at least at the time that we're recording this. We'll see if that lasts. But again... Walmart and United getting crushed a little bit. Facebook doing great.
Those are some of the things we're watching currently. Thank you for listening to the Becker Private Equity and Business Podcast. Thank you very, very much.
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