Jack of All Trades: SKORE 02.19.2026
Walmart: Omnichannel dominance meets AI-powered commerce—Sparky agent driving 35% higher AOV, advertising $8B run-rate, but consumer bifurcation (sub-$50K stressed) + tariff/pharmacy headwinds cap upside. Deere: Cyclical bottom confirmed (large ag -15-20% offset by construction +34%, small ag +24%)