沃尔玛首席财务官：自有品牌销售表现优异。 ...

尽管有关税，但对一些产品保持价格不变。 供应商因关税而转移（到其他地方）采购材料。 沃尔玛ceo：哥斯达黎加、秘鲁、哥伦比亚的关税影响食品。 ...

美国经济的"晴雨表"沃尔玛第一季度净销售额增长2.5%至1656亿美元，略低于预期。美国可比销售增长4.5%，超过分析师预期的3.94%。 尽管销售表现强劲，但CFO警告，关税导致的价格上涨可能从本月开始。公司维持了2026财年的年度销售和利润预测不变。 15日，沃尔玛公布了截至4月30日的季度业绩： 核心业务表现： 沃尔玛维持了2026财年的年度销售和利润预测不变。公司继续预计截至2026年1月的财年调整后每股收益在2.50美元至2.60美元之间，年销售额增长在 3%至4%之间。同时，预计第二季度合并净销售额增长在3.5%至4.5%之间，高于市场预期的3.46%。 作为美国最大的集装箱货物进口商，沃尔玛的财报一直被视为了解美国消费者健康状况和关税政策经济波动影响的重要窗口。沃尔玛CEO Doug McMillon在财报电话会议中直言： "我们将尽最大努力保持低价，但考虑到关税的规模，即使是本周宣布的降低后的水平，考虑到零售业利润微薄的现实，我们也无法吸收所 有压力。" CFO John David Rainey在接受采访时表示： "目前零售业的经营环境充满挑战，价格上涨如此之快。历史上没有先例能与如此高、如 ...

Core Viewpoint - Walmart, the largest private employer in the U.S., has indicated potential price increases due to tariff uncertainties, despite meeting Wall Street expectations for its first quarter results [1][6]. Group 1: Financial Performance - Walmart reported revenue of $165.6 billion, aligning with expectations, and adjusted earnings per share slightly exceeded Wall Street forecasts [6]. - The company anticipates net sales growth of 3.5% to 4.5% in the second quarter and expects full-year net sales to grow by 3% to 4% [10]. Group 2: E-commerce and Store Performance - For the first time, Walmart's e-commerce business achieved profitability for a full quarter, with e-commerce sales growing by 22% [7]. - Sales at U.S. stores open for at least a year increased by 4.5%, driven by strong growth in health and grocery segments [7]. Group 3: Tariff Impact and Strategic Response - Walmart's CEO expressed that the company cannot absorb all the pressure from tariffs due to narrow retail margins, indicating a need for potential price hikes [1]. - The company plans to make strategic investments to enhance its value proposition despite tariff uncertainties [2]. - A recent meeting between Walmart's CEO and President Trump was described as productive, focusing on trade negotiations and tariff impacts [5]. Group 4: Product Category Performance - The company experienced weakness in the general merchandise category, particularly in electronics, home, and sporting goods, but this was offset by strong sales in toys, automotive, and kids' apparel [8].

"It's more than any supplier can absorb. And so I'm concerned that the consumer is going to start seeing higher prices. You'll begin to see that, likely towards the tail end of this month, and then certainly much more in June." Walmart also reported major growth in revenue from its membership programs, with global membership fee income up nearly 15%. The company doesn't disclose publicly how many Plus members it has, but it is estimated at more than 15 million, according to Barclays. CEO Doug McMillon gave ...

沃尔玛首席财务官称关税导致的价格上涨可能从本月开始。（CNBC） ...

沃尔玛(WMT.N)CFO：关税导致的价格上涨可能从本月开始。 ...

沃尔玛发布第一季度营业收入增长4.3% 重申对2026年的业绩展望 智通财经5月15日电，沃尔玛发布第一季度业绩报告，营业收入增长4.3%，调整后增长3.0%；GAAP每 股收益为0.56美元；调整后的EPS1为0.61美元。展望未来，公司发布了第二季度的业绩指引，按固定汇 率计算，净销售额预计将增长3.5%至4.5%。公司2026财年的前景与之前的指导方针保持不变。 ...

财报公布后，沃尔玛(WMT.N)盘前涨2.4%。 ...

沃尔玛仍然预测全年调整后每股收益2.50美元至2.60美元。 沃尔玛预计第二季度营收增长3.5％至4.5％。 第一季度调整后每股收益0.61美元，预估0.58美元。 沃尔玛第一季度营收1,656.1亿美元，预估1,660.2亿美元。 ...