Walmart Inc. (NYSE:WMT) Piper Sandler 4th Annual Growth Frontiers Conference September 11, 2025 1:00 PM EDT
Company Participants
Mike O’donnell
Rich Lehrfeld
Conference Call Participants
Peter Keith – Piper Sandler & Co., Research Division
Presentation
Peter Keith
MD & Senior Research Analyst
Okay. Thank you very much, everyone. Thanks for your patience. Welcome to our retail media discussion with Walmart at the Piper Sandler Growth Frontiers Conference. My name is Peter Keith. I’m the senior research analyst covering consumer hardlines and broadlines and I’m joined by my colleague and friend, Tom Champion. He’s a senior research analyst covering Internet companies in the technology space.
Quick introductions for who we have on stage. I think two of the most knowledgeable people around retail media are with me. So we have Rich Lehrfeld, who is Senior Vice President and GM of Walmart Connect; and we have Mike O’Donnell, who is VP and Chief Revenue Officer of VIZIO. So thank you both for coming today.
Mike O’donnell
Thanks for having us.
Rich Lehrfeld
Thank you for having us.
Mike O’donnell
I don’t know that I’m online either. Oh, there we go.
Question-and-Answer Session
Peter Keith
Piper Sandler & Co., Research Division
Yes, we are good. Okay. So just as a quick introduction, many may know, but if you don’t, Walmart did acquire VIZIO, officially closed in December of 2024. So this is very new. And I see potential they’ve created one of the most powerful retail media networks in the world. And I think there’s a lot of opportunity long term, so we’re going to dig into that.
So why don’t we just kick it off. We’re going to give the first question to Rich, just help educate the audience. What do you see at a high level that retail media is today and exactly how
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