Warren Buffett’s Potential Re-Interest in Walmart Amid E-Commerce Resurgence
Warren Buffett's investment patterns reveal a calculated shift toward companies demonstrating resilient growth trajectories. His historical position in Walmart—held from 2005 to 2018—was initially robust but waned as e-commerce pressures mounted. The retail giant's recent 25% year-over-year e-commerce sales growth in fiscal Q2 2025 suggests a compelling turnaround narrative.
Buffett's pivot to Amazon in 2019, while Walmart lagged in digital adoption, now appears juxtaposed against Walmart's outperformance since then. The divergence highlights a critical question: Did Berkshire Hathaway prematurely exit a reinvigorated business? Walmart's accelerating digital transformation could realign it with Buffett's criteria for "fabulous" enterprises.