NEW YORK (TheStreet) -- Walmart's (WMT) annual shareholder meeting is always quite the spectacle, and this year was no different than years past. Headlining the event were celebs Pharrell Williams, Robin Thicke, Sarah McLaughlin, and Harry Connick Jr. And yes, the Walton family and Walmart executive team, rock stars in their own right and mind, happened to be there to discuss the company's awesomeness.
However, there is one aspect to the Walmart annual meeting that often gets lost inside of the glitz and glamor: the feeling that every initiative being introduced is designed to just keep pace with Amazon (AMZN) while using the power of Apple (AAPL) devices. Not much NEW information is shared! To Walmart employees, the information is new because they unlikely read the Securities and Exchange Commission filings. But, for analysts and investors, the annual meeting is more akin to a live streaming think tank. So in an effort to get some real actionable insights from the event, I have come up with two stealth things I picked up on from paying careful attention.
I ask: Did YOU see any of this?
Sam's Club CEO Rosalind Brewer shined on stage, once again. From her background as a former 22-year executive at Kimberly Clark (KMB), to running over 1,000 Walmart stores, to now infusing the tech revolution into Sam's Club to fight back against Amazon, Brewer is a highly impressive executive destined for bigger things. That bigger thing: She may well be on the short list of candidates to take over as CEO of Target (TGT), which would be a great fit given her appreciation of data, technology, supplier relationships, and experience in store operations.