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Morgan Stanley survey suggests Walmart+ near ‘record high’ 21M members

Morgan Stanley notes the firm’s latest survey suggests Walmart+ has about 21M members, which the firm says is “near a record high,” but also “a slight downtick” from its prior two surveys. However, the firm adds that analysis of membership fee disclosures “suggests actual Walmart+ membership could be about 35% below our survey, mainly due to user response error.” The firm keeps an Overweight rating and $170 price target on Walmart shares.

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