Who supplies Walmart, who buys from it, and who competes with it. Membership is a disclosed business relationship, not a keyword match, and every row carries the sentence that proves it.
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Supply Chain & Partner Read-Through EngineActive
Proactive revenue read-through alerts whenever Walmart files 8-Ks, announces contracts, or beats guidance.
19 companies with a disclosed relationship to Walmart · 4 asserted but unconfirmed, hidden
| Ticker | Relationship | Role | Price | Market Cap | P/E | 1D | From High | Mentions | Catalyst Materiality | Alert |
|---|---|---|---|---|---|---|---|---|---|---|
| Marketplace Vendors (9) | ||||||||||
| CLX | Cleaning products | supplier | - | - | - | - | - | 40 | 20% exp79 | |
| KO | Beverages | supplier | - | - | - | - | - | 12 | 15% exp77 | |
| GIS | Packaged food | supplier | - | - | - | - | - | 11 | 15% exp77 | |
| TSN | Protein | supplier | - | - | - | - | - | 11 | 15% exp77 | |
| KMB | Paper and personal care | supplier | - | - | - | - | - | 9 | 15% exp77 | |
| PEP | Snacks and beverages | supplier | - | - | - | - | - | 8 | 15% exp77 | |
| CL | Household and oral care | supplier | - | - | - | - | - | 5 | 15% exp77 | |
| PG | Household and personal care brands | supplier | - | - | - | - | - | 3 | 15% exp77 | |
| MDLZ | Snacks | supplier | - | - | - | - | - | 1 | 15% exp77 | |
| Payments (1) | ||||||||||
| V | Payment acceptance | partner | - | - | - | - | - | 11 | 15% exp77 | |
| Cloud & Neocloud (1) | ||||||||||
| MSFT | Cloud and AI infrastructure | supplier | - | - | - | - | - | 5 | 15% exp77 | |
| Real Estate (1) | ||||||||||
| PLD | Distribution facilities | supplier | - | - | - | - | - | 2 | 15% exp77 | |
| Logistics (1) | ||||||||||
| UPS | Parcel delivery | supplier | - | - | - | - | - | 1 | 15% exp77 | |
| Competitor (6) | ||||||||||
| DG | Discount retail | competitor | - | - | - | - | - | 21 | 15% exp77 | |
| TGT | General merchandise | competitor | - | - | - | - | - | 16 | 15% exp77 | |
| CVS | Pharmacy retail | competitor | - | - | - | - | - | 6 | 15% exp77 | |
| KR | Grocery | competitor | - | - | - | - | - | 4 | 15% exp77 | |
| AMZN | Retail and marketplace | competitor | - | - | - | - | - | 1 | 15% exp77 | |
| COST | Warehouse retail | competitor | - | - | - | - | - | 1 | 15% exp77 | |
Every row is backed by a quote from an earnings call or an SEC filing. Mentions counts how often the relationship is named across the last four quarters, which is why the most dependent companies sort to the top of each group. Catalyst Materiality computes hardware bottleneck exposure and priority.