ADT Blu's DIY security kits arriving on Walmart (WMT) Marketplace put connected home squarely into the retailer's higher value mix. Investors now have a fresh data point on Walmart's marketplace and fee income ambitions. Walmart's short-term share price has cooled, with the stock down 6% over 30 days and 8% over 90 days. This comes even as recent moves in marketplace, advertising, health partnerships and fast delivery build on a 3-year total shareholder return of about 2x and a 5-year total shareholder return of just over 2.4x. Use Walmart's pivot into marketplace and advertising as your jumping-off point and scan a curated set of retailers and platforms that rely on similar fee-based models through the 33 high quality undervalued stocks.
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