Key TakeawaysWalmart said it is making more from its Plus membership program, which offers free delivery service.Shoppers, including Plus members, now pay extra to have items delivered within three hours on about 30% of all orders, Walmart executives said.The company has been expanding its delivery network and wants to be known for offering convenient shopping, Chief Executive Officer Doug McMillon said. People like Walmart's (WMT) prices. But they’re also picking the retailer for convenience—and paying mor ...

As Walmart navigates a shifting trade landscape, the specter of new tariffs imposed by the Trump administration is casting a shadow over the retail giant’s hallmark promise: everyday low prices. With President Donald Trump threatening sweeping levies on imports from China, Mexico, Canada and India, Walmart executives are bracing for a challenge that could upend the retailer’s carefully calibrated pricing strategy — and test the loyalty of inflation-weary shoppers.While concerns over inflation and tariffs pe ...

Amazon CEO Andy Jassy speaks during the New York Times DealBook Summit in the Appel Room at the Jazz At Lincoln Center in New York City on Nov. 30, 2022.Amazon has dethroned Walmart in quarterly revenue for the first time ever.Amazon said earlier this month that it brought in $187.8 billion in revenue during the fourth quarter. That beat out Walmart's sales for the period, which came in at $180.5 billion, the company reported on Thursday.Since 2012, Walmart has held the distinction of being the top revenue ...

At first, I wrote an article before the Walmart Inc. (NYSE: WMT ) earnings and initiated a sell rating for the earnings. However, I couldn't finish it in time, so now I will write about theI am a 25-year-old securities specialist working in private banking in Germany, with a longstanding interest in investing. My ability to analyze stocks has been honed through extensive research and the pursuit of several degrees, the titles of which do not translate well into English.My investment strategy primarily revol ...

Walmart Inc. (WMT) posted fourth-quarter fiscal 2025 results, with the top and bottom lines increasing year over year and cruising past their respective Zacks Consensus Estimate. The company experienced growth across all business segments, expanding e-commerce, increasing pickup options and accelerating delivery services. Newer ventures like the marketplace, advertising and membership have contributed to diversified profits, reinforcing the resilience of Walmart’s business model. The company also hiked its ...

Shares of Walmart (WMT -6.62%) are falling on Thursday. The company's stock fell 6.3% as of noon ET. This comes as the S&P 500 (^GSPC -0.67%) lost 0.8% and the Nasdaq Composite (^IXIC -0.67%) lost 0.8%.The retail giant reported earnings before the market opened on Thursday. While the company delivered a strong quarter, weak guidance concerned investors.The holiday season was solidWalmart posted Q4 earnings per share (EPS) of $0.66 on sales of $180.55 billion. The numbers came in slightly ahead of analyst es ...

Financial Data and Key Metrics Changes - For Q4 2025, Walmart reported a sales growth of 5.2% and an adjusted operating income increase of 9.4% in constant currency [9][26] - Consolidated revenue for the full year grew 5.6% in constant currency, adding approximately $36 billion compared to the previous year [29] - Adjusted EPS increased by 13%, reflecting strong underlying business performance [29][55] Business Line Data and Key Metrics Changes - Walmart U.S. comp sales increased by 4.6%, with e-commerce sales growth of 20% [38] - Sam's Club U.S. comp sales excluding fuel increased by 6.8%, with strong growth in transaction and unit volumes [45] - Global membership income grew by 21% to approximately $3.8 billion, with significant contributions from Sam's Club [32][50] Market Data and Key Metrics Changes - International business delivered sales growth of 5.7% in constant currency, driven by strength in China, Walmex, and Canada [43] - E-commerce sales grew more than 20% across all international markets, with significant improvements in delivery speed [44] - U.S. customers showed resilience, with upper-income households accounting for the majority of share gains [42] Company Strategy and Development Direction - Walmart is focusing on expanding its higher-margin businesses such as membership, marketplace, and advertising [11][32] - The company is investing in supply chain automation and productivity to lower costs and enhance its everyday low price (EDLP) commitment [34][36] - Walmart is leveraging technology and AI to improve operational efficiency and customer experience [19][20] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in navigating the macroeconomic environment, emphasizing the importance of value and convenience for customers [71][76] - The outlook for fiscal year 2026 includes consolidated net sales growth of approximately 3% to 4%, with operating income projected to grow faster than sales [58][60] - Management acknowledged uncertainties related to consumer behavior and global economic conditions but remains optimistic about the company's positioning [57][110] Other Important Information - Walmart's investments in technology and supply chain automation are expected to yield long-term benefits, with a focus on enhancing e-commerce profitability [99][112] - The company announced a 13% increase in dividends, the largest in over a decade, reinforcing its commitment to returning cash to shareholders [34] Q&A Session Summary Question: Economic sensitivity and sales guidance for 2026 - Management believes Walmart remains insulated from economic sensitivity, with strong customer demand for value and convenience [71][76] Question: Impact of gross margin mix and alternative revenue businesses - Management indicated that general merchandise mix impacts gross margin but remains optimistic about growth in alternative revenue streams [81][92] Question: Reinvesting and growing the business faster - Management is balancing investment and margin expansion, focusing on long-term growth while maintaining profitability [98][100] Question: Walmart Plus membership growth and inflation assumptions - Walmart Plus membership continues to grow, with significant increases in same-day delivery and pharmacy delivery programs [121][125] Question: Consumer environment and markdowns - Management noted a consistent consumer environment and lower markdowns, attributing this to effective inventory management [131][139]

Walmart TodayWMTWalmart$97.35 -6.65 (-6.40%) 52-Week Range$57.60▼$105.30Dividend Yield0.85%P/E Ratio39.94Price Target$101.87Add to WatchlistWalmart's NYSE: WMT February price correction is a buying signal for long-term investors. The drop is due to slowing growth and tariff fears but does little to alter the long-term outlook for earnings, cash flow, equity gains, and capital return. While slower growth and tariffs are headwinds for retailers, consumers remain strong, and the business remains solid, leavin ...

Walmart on Thursday forecast sales and profit for the fiscal year ending January 2026 below Wall Street estimates, suggesting the world’s largest retailer expects inflation-weary consumers to pull back after several quarters of solid growth.Walmart shares, which had risen about 72% in 2024 and hit a record high of $105 last week, were down 6%. Shares of rival retailer Target were down 1.6%, with Amazon 0.9% lower.The company forecast adjusted earnings per share for the fiscal year ending January 2026 in the ...

Walmart on Thursday forecast sales and profit for its latest fiscal year below Wall Street estimates, suggesting the world’s largest retailer expects inflation-weary consumers to pull back after several quarters of solid growth.Walmart shares, which had risen about 72% in 2024 and hit a record high of $105 last week, were down 6% in early trading. Shares of its rival retailer Target were down 1.6%, with Amazon 0.9% lower.The news dragged down stock markets with all the major US indices falling in morning tr ...