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2021 Virtual Walmart Forum

October 19 | October 20

Walmart traffic both in-store and online seems to have improved in recent months. But with COVID-19 cases rising again, where does this leave the retailer for 2H21 and early 2022?

Join CRC for our 2021 Virtual Walmart Forum where our retail team will unpack the influences affecting the mass retail channel and other retail market research insights you need to know for calling on Walmart.

CRC’s retail analysts and industry thought leaders will share our take on the current retail environment, how each of Walmart’s business units are performing, and our perspective on how to strategically position your business to respond to the company’s forward-looking strategies and initiatives such as with Walmart Connect.

If you can’t make it live, you can still register to receive the slide decks and recordings we’ll send out after the Forum.

*For a seamless registration experience, we recommend using a web browser other than Internet Explorer.

 

Virtual Walmart Forum Agenda


DAY 1


Tuesday, October 19, 2021
10:30 am ET | 9:30 am CT

Consumer & Macroeconomic Overview + the Latest on the Retail Landscape

Ben Metzger
Director, Traditional Retail Council
Cleveland Research Company

Rusty Wilson
Senior Research Analyst
Cleveland Research Company

John Selio
Research Associate
Cleveland Research Company

 

Tuesday, October 19, 2021
2:00 pm ET | 1:00 pm CT

Deep Dive on Walmart US Performance and Key Initiatives

Scott Bender
Senior Research Analyst
Cleveland Research Company

 

Tuesday, October 19, 2021
4:00 pm ET | 3:00 pm CT

Sam’s Club and Club Channel Update

Ben Metzger
Director, Traditional Retail Council
Cleveland Research Company

 

DAY 2


Wednesday, October 20, 2021
10:30 am ET | 9:30 am CT

Walmart’s Omni Future – Insights on Digital, Walmart Connect & More

Ben Metzger
Director, Traditional Retail Council
Cleveland Research Company

John Selio
Research Associate
Cleveland Research Company

 

Wednesday, October 20, 2021
12:00 pm ET | 11:00 am CT

Turning to 2022: Planning & Best Practices for Walmart Digital

GUEST SPEAKER
Eric Howerton
Founder & Chief Growth Officer
SKU Ninja + WhyteSpyder

 

Wednesday, October 20, 2021
1:00 pm ET | 12:00 pm CT

Walmart Transportation: Navigating OTIF, SQEP & Near-Term Logistics Outlook

GUEST SPEAKER
Greg Forbis
Senior Vice President, Strategy and Business Development
RJW Logistics Group

 

Wednesday, October 20, 2021
2:00 pm ET | 1:00 pm CT

Guest Speaker Presentation

FEATURING
Stacy Tan
Senior Director of Retail Strategy
SupplyPike

Melodie Terry
Vice President of Growth Marketing
SupplyPike

**Session topics, speakers, and forum agenda are subject to change.  

 

 

Virtual Walmart Forum Presenters


Ben Metzger

Ben Metzger
Director, Traditional Retail Council
Cleveland Research Company

Ben is Cleveland Research Company’s Director of Traditional Retail Council.  He is focused on gathering insights and expanding CRC’s coverage in the retail industry to find valuable inflections and trends for grocery, mass, club, dollar, and eCommerce channels.  Ben was a former intern on CRC’s Consumer Team before joining the firm full-time. Ben holds two Bachelor’s Degrees in Finance and Economics and graduated Summa Cum Laude from Miami University.

 

Rusty Wilson

Rusty Wilson, CFA
Senior Research Analyst
Cleveland Research Company

Rusty is a Senior Research Analyst & Partner at Cleveland Research Company covering food & broadline retail including the mass, club, grocery, dollar/value and digital channels. Rusty focuses on engaging with industry leaders and providing guidance to institutional investor clients on the retail landscape. He also leads Cleveland Research’s market research platform, which provides thematic reports, surveys, events/webinars and share-groups to over 100 CPG supplier and third-party partners.

Rusty graduated from The Ohio State University and is a CFA® charterholder.

 

Scott Bender

Scott Bender
Senior Research Analyst
Cleveland Research Company

Scott is the Senior Research Analyst covering the grocery, mass, club and dollar channels at Cleveland Research, in addition to Amazon. He has a background in finance/economics and leads the company’s Equity Research function for the channels described previously (catering to institutional investor clients). This includes channel research, report writing, financial modeling and client marketing. Scott also plays a role in the Market Research business, helping with product and presentations.

He has been with Cleveland Research since the company’s founding in 2006 and is a Partner in the company. Scott holds a Bachelor’s degree in Economics from John Carroll University.

 

John Selio

John Selio
Research Associate
Cleveland Research Company

John is a Research Associate at Cleveland Research, covering the grocery, mass, club, and dollar channels, as well as trends at Amazon. As an equity research associate, he has focused on gathering insights on the retail channel since joining the company in 2016. Prior to joining CRC, John held positions in corporate finance at Ernst & Young and Materion Corporation.

John holds a Bachelor’s Degree in Accounting from Miami University, and attained his CPA license in 2011.

 

Eric Howerton

Eric Howerton
Founder & Chief Growth Officer 
SKU Ninja + WhyteSpyder

Eric is the founder and Chief Growth Officer of SKU Ninja + WhyteSpyder, a digital merchandising software company that helps Walmart suppliers sell more online. As Walmart Connected Content Partners, Eric and his team work closely with Walmart to provide a better experience for shoppers and suppliers.

 

Greg Forbis

Greg Forbis
Senior Vice President, Strategy and Business Development
RJW Logistics Group

With more than 30 years of Supply Chain experience, Greg Forbis serves as Senior Vice President, Strategy and Business Development for RJW Logistics Group where he is responsible for developing and maintaining strategic relationships with clients.

Prior to his current role, Greg held various positions with Walmart Inc. He joined the company in 1989 and spent the early years of his career in Internal Audit, Finance, and Systems. In 1998, Greg was promoted to Senior Director of Sam’s Club Distribution and Logistics where he was responsible for the inbound supply chain and distribution center network. In 2005, Greg moved to Walmart’s Transportation team as the Senior Director of General Merchandise Inbound Transportation. In this role, he was responsible for merchandise flow from suppliers to distribution centers, Walmart stores, and Sam’s Clubs. He also led Walmart’s internal less than truckload consolidation network. In 2016, Greg became the Senior Director and Regional Transportation Manager for Walmart’s Private Fleet leading teams responsible for dispatching more than 8,700 Walmart Private Fleet drivers.

 

Stacy Tan

Stacy Tan
Senior Director of Retail Strategy
SupplyPike

Stacy is the Senior Director of Retail Strategy for SupplyPike. She brings a decade of knowledge and experience working directly with Walmart and Sam’s Club buyers and merchandising teams.

 

Melodie Terry

Melodie Terry
Vice President of Growth Marketing 
SupplyPike

Melodie is the creator of SupplierWiki, an online knowledge base for suppliers, and is the VP of Growth Marketing for SupplyPike. She is a two-time startup founder, and before leading the growth efforts at SupplyPike, worked in software product development.

 

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Traditional Retail
Oct 19 - 20 2021
10:30 am - 4:30 pm
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