Walmart earnings are out this morning. The company reporting adjusted earnings of 68 cents which missed expectations. However, there were some legal expenses in that that might not have been expected by all the analysts on the street.Walmart raising its fullear outlook, even saying that cost from tariffs continue to rise, but it's still raising its outlook and that stock right now down by about 2.8%. Joining us right now is Corey Tarlo. He is Jeffy's VP of equity research.And Corey, let's talk this through. ...

8月21日，沃尔玛公布2025年第二季度业绩，营收为1774亿美元，同比增长4.8%，按固定汇率增长 5.6%；调整后每股收益0.68美元。 ...

大公司： 新华百货：上半年净利润8600.81万元，同比下降2.52% 36氪获悉，新华百货公告，公司上半年实现营业收入32.54亿元，同比下降0.99%；归母净利润8600.81 万元，同比下降2.52%；基本每股收益0.38元。公司向全体股东按每10股派发现金红利1元（含税）。截 至报告期末，公司各业态累计运营343家实体门店。 沃尔玛将2026财年调整后每股收益将提高至2.52美元至2.62美元 腾讯游戏旗下全链路AI创作解决方案VISVISE亮相德国科隆游戏展 36氪获悉，腾讯游戏旗下全链路AI创作解决方案——VISVISE亮相德国科隆游戏展（Gamescom 2025）。据介绍，该方案覆盖动画制作、3D模型生成、智能NPC和数字资产管理4大管线，全链路贯穿 游戏创作中的模型生成、贴图制作、骨骼绑定、动画制作、场景构建及渲染六大环节，通过AI赋能美 术生产全流程。 B站：二季度总营收同比增长20%，调整后净利润5.6亿元 36氪获悉，B站发布2025年第二季度财报。财报显示，B站二季度营收73.4亿元，同比增长20%，其中广 告业务收入24.5亿元，同比增长20%；游戏业务收入16.1亿元，同比增长6 ...

大公司： 新华百货：上半年净利润8600.81万元，同比下降2.52% 36氪获悉，新华百货公告，公司上半年实现营业收入32.54亿元，同比下降0.99%；归母净利润8600.81 万元，同比下降2.52%；基本每股收益0.38元。公司向全体股东按每10股派发现金红利1元（含税）。截 至报告期末，公司各业态累计运营343家实体门店。 沃尔玛将2026财年调整后每股收益将提高至2.52美元至2.62美元 沃尔玛预计，第三季度净销售额预计将增长3.75%至4.75%，营业收入预计将增长3.0%至6.0%。公司将 2026财年的净销售额增长预期提高至3.75%至4.75%，调整后每股收益将提高至2.52美元至2.62美元。 调 整后的营业利润指引保持不变，介于3.5%至5.5%之间。（智通财经） 叶国富：将把MINISO LAND门店开到海外 36氪获悉，在8月21日的投资者交流会上，名创优品创始人、董事会主席兼首席执行官叶国富表示， MINISO LAND意外成功，带给我们意外的惊喜。同时他认为，MINISO LAND门店能吸引大量潮玩艺 术家与名创优品合作，未来也会把MINISO LAND开到海外。他还表示，" ...

Financial Performance - Q2 FY26 - Total revenues reached $177.4 billion, including a negative impact of $1.5 billion from currency fluctuations[11] - Total revenues (cc) increased +5.6%[11] to $178.9 billion[8] - Adjusted operating income (cc) was up +0.4%[28] to $8.0 billion[23], relative to +5.6% growth in net sales (cc)[28] - Adjusted EPS was $0.68, an increase of 1.5%[34] Segment Performance - Walmart U.S net sales increased by 4.8% to $120.9 billion, with eCommerce growing 26%[51] - Walmart International net sales (cc) increased by 10.5%[64] to $32.7 billion[62], but currency rate fluctuations negatively affected sales by $1.5 billion[66] - Sam's Club U.S net sales increased 3.4% to $23.6 billion, with eCommerce growing 26%[95] Gross Profit and Operating Expenses - Gross profit rate increased +4 bps to 24.5%[13] - Adjusted operating expenses as a percentage of net sales increased +35 bps to 21.0%[17] Cash Flow and Returns to Shareholders - Free cash flow increased $1.1 billion to $6.9 billion[39] - Share repurchases during the quarter totaled $1.6 billion, representing 17.0 million shares at an average price of $97.03 per share[43]

We laid out the the hard numbers, but what are you expecting when it comes to this report. When it comes to things like same store sales um and also the tariff impact, we just saw some other retailers kind of uh list or or site that they're going to have a big tariff impact. I'm thinking of Estee Lauder yesterday, $100 million due to tariffs.What are you expecting from Walmart. >> I think I mean Walmart in the last earnings, they also mentioned they're likely to have some tariff impact in the second half of ...

Core Insights - Walmart, the largest private employer in the U.S., has increased discounts, particularly in its grocery sector, to mitigate the effects of tariffs and attract more customers [1][2] - The company reported a revenue of $177.4 billion for the second quarter, marking a nearly 5% increase from the previous year, surpassing Wall Street expectations [2] - Walmart's U.S. sales reached $120.9 billion in the second quarter, up approximately 5% or $5.6 billion year-over-year, with same-store sales rising by 4.6% [3] Discounts and Sales Performance - Walmart offered over 7,400 "rollbacks" or discounts in the last quarter, with grocery discounts increasing by 30% compared to the previous year [1] - The strong sales growth was attributed to increased discounts and the convenience of e-commerce and omnichannel offerings, with e-commerce sales rising by 26% during the quarter [3] Financial Outlook - The company has raised its fiscal 2026 outlook, projecting sales growth of 3.75% to 4.75%, with earnings per share (EPS) expected to be between $2.52 and $2.62 [4]

Core Insights - The sales scale of China's top 100 supermarket companies reached approximately 900 billion yuan, with a year-on-year growth of 0.3%, while the total number of stores decreased by 9.8% to 25,200, indicating transformation challenges in the supermarket industry due to diversified consumer markets and e-commerce impacts [1][3] Group 1: Company Performance - Among the top 100 companies, 42 achieved positive sales growth, but only 25 increased their store numbers, with only 14 companies achieving both sales and store growth [1] - Walmart (China) led the list with a sales scale of 158.84 billion yuan and 334 stores, showcasing its strong supply chain and brand influence [5] - Hema (盒马) emerged as a strong competitor, achieving sales of approximately 75 billion yuan with 420 stores, demonstrating rapid growth and innovative strategies [6] Group 2: Operational Strategies - Some companies optimized resource allocation by closing underperforming stores and focusing on enhancing the service quality of core stores, such as Fat Donglai Supermarket, which is known for its exceptional service [3] - Companies like Jibai Holdings and Lihua Group displayed solid performance through stable operational strategies, with Jibai achieving a sales scale of approximately 12.06 billion yuan and 3,179 stores [3][5] Group 3: Market Trends - The overall decline in store numbers reflects the industry's adaptation to changing consumer preferences and the competitive landscape influenced by e-commerce [1] - The significant performance disparity among companies highlights the importance of precise market positioning, innovative business strategies, and superior service quality in navigating the competitive environment [1][3]

The quarterly results are just out from Walmart. Courtney Reagan is here and she has more on that front. Hi, Court. Hi. Good morning, Becky. Okay, there's a little bit of nuance in this one, so hang with me. So, Walmart putting up earnings of 68 cents adjusted. That's unclear if it's comparable to anal assessments. There's some legal charges in here. Revenues though are stronger than expected, 177.4% billion. The street was looking for 176.16%. Now, operating income, it is coming in at a negative 8% in the ...

每经AI快讯，8月21日，沃尔玛股价下跌2.5%。 ...