Leandro

Walmart U.S. Q1 FY27: —Net sales: $117.2B, up 4.5% —Comp sales ex-fuel: +4.1% —Transactions: +3.0% —Average ticket: +1.1% —eCommerce contribution to comp: ~530 bps —Operating income: $5.9B, up 3.5% —eCommerce sales: +26% —Advertising: +36% $WMT

$LLY RETATRUTIDE SHOWS 30.3% AVERAGE WEIGHT LOSS IN PHASE 3 EXTENSION Retatrutide is Lilly’s investigational triple agonist targeting GIP, GLP-1 and glucagon receptors. In TRIUMPH-1, Lilly studied 2,339 adults with obesity or overweight and at least one weight-related condition, excluding diabetes. 80-week results: 12 mg: -70.3 lbs, or -28.3% 9 mg: -64.4 lbs, or -25.9% 4 mg: -47.2 lbs, or -19.0% Placebo: -5.5 lbs, or -2.2% In the 12 mg group, 45.3% of patients lost 30% or more of body weight. 65.3% reached a BMI below 30 after 80 weeks. In the 104-week extension, patients continuing 12 mg lost an average of 85.0 lbs, or 30.3%. Most common side effects were nausea, diarrhea, constipation and vomiting. Discontinuation due to adverse events: 4 mg: 4.1% 9 mg: 6.9% 12 mg: 11.3% Placebo: 4.9% Retatrutide is still investigational and only available in Lilly clinical trials.

$NVDA CEO today : "The next wave is physical AI..."