Core Insights - Walmart reported quarterly revenue of $177.4 billion, exceeding Wall Street's expectation of $175.9 billion, marking a 4.8% increase year-over-year [1][3] - The company missed profit expectations for the first time since May 2022, with adjusted earnings at 68 cents per share, below the anticipated 73 cents [6][7] - Despite the earnings miss, Walmart raised its full-year sales forecast, now expecting net sales growth of 3.75% to 4.75% [13][15] Revenue and Sales Performance - Same-store sales increased by 4.6% year-over-year, driven primarily by strong performance in grocery and health categories [7] - Global e-commerce sales surged by 25%, with US online sales rising by 26%, indicating a shift in consumer behavior towards online shopping amid inflation [13] Cost Management and Pricing Strategy - Walmart plans to increase prices on about 10% of items to offset higher import costs due to tariffs [3][4] - The company is implementing strategies to manage costs, including speeding up imports and offering limited-time discounts [4] - Inflation-related price increases within Walmart's US operations reached 1.1% year-over-year, double the previous quarter's rate [15] Financial Outlook - Walmart's net income fell by 43% to $4.5 billion, while operating income rose by 8.5% to $7.9 billion, reflecting a complex balancing act between maintaining low prices and managing rising costs [16] - The company raised its adjusted earnings forecast for the full year to a range of $2.35 to $2.43 per share, up from $2.23 to $2.37 [14][15] Market Position and Investor Sentiment - Walmart's stock has increased by 36% over the past year, significantly outperforming the S&P 500's 14% gain, leading to a high valuation of 36 times forward earnings [17] - Analysts express mixed sentiments, with some highlighting Walmart's strong execution and market share growth, while others caution about potential economic uncertainties affecting future performance [10][18]

Shares of Walmart fell Thursday after the giant retailer reported fiscal 2026 second-quarter profit below expectation. https://t.co/xFfiuagIGb ...

美股开盘，三大指数集体下跌，纳指跌0.28%，标普500指数跌0.3%，道指跌0.38%。 沃尔玛跌4.3%，Q2营收同比增长4.8%至1774亿美元，调整后每股收益0.68美元，低于预期。 名创优品涨超9%，Q2营收同比增长23.1%至49.66亿元，同店销售额增长转为正值。 蔚来涨超5.5%，今晚发布全新ES8，定位"全场景科技旗舰SUV"。 禾赛涨超3.5%，消息称其计划通过港股上市，募集约3亿美元资金。 (格隆汇) ...

消息面上，沃尔玛Q2调整后每股收益0.68美元，不及预期的0.74美元，为三年来首次不及预期。保险索 赔、法律费用和重组成本的增加是主要拖累因素。首席财务官John David Rainey在财报声明中表示，关 税影响的成本"正在持续上升"。(格隆汇) 沃尔玛绩后跌超5%，好市多跌超2%，塔吉特跌1.7%，亚马逊、梅西百货跌近1%。 ...

来源：视频滚动新闻 沃尔玛跌3%，尽管其季度销售额超出华尔街预期，但盈利未达预期，这是该零售商自2022年5月以来首 次季度盈利不及预期。名创优品美股涨超8%，第二季度业绩超预期。Palantir微涨0.1%，此前连续6个 交易日下跌。CoreWeave美股涨超1%，简街报告持有CoreWeave5.4%的被动股权。 ...

每经AI快讯，8月21日，沃尔玛下跌4.4%，创5月15日以来最大盘中跌幅。 ...

沃尔玛下跌4.4%，创5月15日以来最大盘中跌幅。 来源：滚动播报 ...

Core Insights - US shoppers have experienced less impact from tariffs during the summer, but this is expected to change as the fall approaches [1] - Walmart's CEO indicated that tariffs are now affecting more imported merchandise, leading to increased costs that are anticipated to continue into the third and fourth quarters [1] Group 1: Tariff Impact - Walmart's CFO noted that the company previously stated tariffs were "too high," which could lead to price hikes for consumers [2] - The retailer observed lower markups than expected for the second quarter, with gradual price increases so far [2] - Some consumers are responding to the cost pressures by skipping purchases or opting for lower-priced alternatives [2] Group 2: Consumer Behavior - Adjustments in spending are more pronounced among middle and lower-income households compared to higher-income households [3] - Walmart reported a comparable sales growth of 4.6%, with a 1.5% increase in transactions and a 3.1% increase in average receipt compared to last year [3] - The results from back-to-school shopping suggest a strong holiday season is anticipated [3]

Walmart Slips on Rare Profit Miss. Get the numbers on the Bloomberg Stock Movers podcast. https://t.co/gw7dqy8VvT ...

Walmart reported earnings 68 cents a share. First miss earnings miss since May of 2022. Revenue is above expectations though at 170 I think 177.4% billion in the quarter which is above 176.16% billion. Major big box stores like Home Depot, Lowe's and Targets have all reported this week. joining us for a retail recap. Michael's a core, founder of five new digital. Uh Michael, the stock Walmart's down uh as you can see uh right there. It's had a great run and and you compare it to Target over the years, it's ...