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%。 ...

Walmart lifted its full-year sales guidance, an optimistic signal that consumers’ purchasing power is holding up despite rising concerns over inflation and weakening economic data https://t.co/RP8f5GkfhO ...

Core Viewpoint - The U.S. Food and Drug Administration (FDA) has ordered Walmart to recall three batches of its private label frozen shrimp due to potential radioactive contamination risks [1][5]. Group 1: Regulatory Action - The FDA detected radioactive isotope cesium-137 in frozen shrimp samples from an Indonesian supplier, which is part of Walmart's private label brand [1][3]. - The level of cesium-137 found in the frozen shrimp was 68 becquerels per kilogram, significantly below the FDA's intervention threshold of 1200 becquerels per kilogram [3]. Group 2: Company Response - Walmart has promptly removed and recalled the affected batches of its Great Value brand frozen shrimp, which were sold in 13 states across the U.S. [5]. - The company is collaborating with its suppliers to investigate the source of the contamination [5].

图片来 源：CNN 虽然该批次货物并未进入美国市场，但来自同一供应商的两磅装Great Value白虾产品已分发到美国至少 13个州的沃尔玛门店，包括阿拉巴马州、阿肯色州、佛罗里达州、佐治亚州、肯塔基州、路易斯安那 州、密苏里州、密西西比州、俄亥俄州、俄克拉荷马州、宾夕法尼亚州、德克萨斯州和西弗吉尼亚州。 沃尔玛称已对该产品进行召回。 港口扣留的货品中铯检出量为68Bq/Kg，远低于规定干预标准（1200Bq/Kg），但FDA（美国食品药品 管理局）出于谨慎考虑仍然发布了警告，敦促公众丢弃或退回相关产品，不要食用。FDA表示，该供应 商的产品"似乎在不卫生的条件下准备、包装或存放，可能受到铯-137的污染"，并称长期低剂量接触放 射性元素可能存在致癌风险。FDA还表示正在与印尼海鲜监管机构联合展开调查。 来源：环球网 【环球网编译 记者 黄诗瑞】据美国有线电视新闻网8月20日报道，美国食品药品监督管理局称，在美国 洛杉矶、休斯顿、萨凡纳和迈阿密港口扣留一批来自印尼供应商BMS Foods的冷冻虾样本，其中检测出 放射性同位素铯-137。 ...

格隆汇8月21日｜在业绩公布前，沃尔玛盘前跌逾2%。 ...