Walmart reported strong quarterly sales and raised its financial outlook for the full year as consumers flocked to its value and fast-shipping services ahead of the holiday season https://t.co/8qiCgPABIZ ...

风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何 意见、观点或结论是否符合其特定状况。据此投资，责任自负。 沃尔玛第三季度营收为1795亿美元，第三季度美国可比销售额增长4.5%，第三季度调整后每股收益为 0.62美元。 ...

NEW YORK (AP) — Walmart delivered another standout quarter, posting strong sales and profits that blew past Wall Street expectations as it wins over a broad base of shoppers including cash-strapped Americans and the well-heeled, who have grown increasing anxious about the economy. While other retailers dial back projections, the nation’s largest retailer raised its financial outlook Thursday after its strong third quarter, setting itself up for a strong holiday shopping season. Walmart Inc., based in Ben ...

Core Points - Walmart Inc. will transfer its common stock listing to Nasdaq, expected to begin trading on December 9, 2025, under the ticker symbol "WMT" [1][2] - The move to Nasdaq reflects Walmart's alignment with a technology-driven approach and commitment to innovation [2][3] - Walmart will also transfer the listing of nine bonds to Nasdaq, enhancing its presence in the capital markets [2][4] Company Overview - Walmart is a tech-powered omnichannel retailer with fiscal year 2025 revenue of $681 billion and approximately 2.1 million associates worldwide [4] - The company serves around 270 million customers weekly across more than 10,750 stores and various eCommerce platforms in 19 countries [4] - Walmart continues to lead in sustainability, corporate philanthropy, and employment opportunities [4]

Core Insights - Walmart reported a revenue growth of 5.8%, or 6.0% in constant currency, reaching $179.5 billion [1][4] - Global eCommerce sales increased by 27%, driven by store-fulfilled pickup & delivery and marketplace [4] - The company raised its outlook for fiscal year 2026 [1] Financial Performance - Operating income decreased by 0.2%, but adjusted operating income rose by 8.0% in constant currency [1][4] - GAAP EPS was $0.77, while adjusted EPS was $0.62, excluding certain non-cash charges and gains [1][4] - Gross margin rate increased by 2 basis points, primarily due to Walmart U.S., partially offset by international operations [4] Business Segments - Global advertising business grew by 53%, with Walmart Connect in the U.S. up by 33% [4] - Membership and other income rose by 9.0%, including a 16.7% increase in membership income [4] Company Overview - Walmart operates approximately 10,500 stores and numerous eCommerce websites across 19 countries, serving around 255 million customers weekly [3] - The company had a fiscal year 2024 revenue of $648 billion and employs approximately 2.1 million associates globally [3]

Core Insights - The retailer experienced a 4.5% increase in comparable sales, driven by market share gains across various income groups as consumers sought out deals [1] Group 1 - Comparable sales rose by 4.5% [1] - Market share gains were observed across different income groups [1] - Consumer behavior indicated a preference for seeking out deals [1]

沃尔玛第三季度美国同店销售额增长4.5%，而路孚特IBES预估为增长3.8% 。 来源：滚动播报 ...

Revenue and Sales Performance - Revenue of $179.5 billion, up 5.8%, or 6.0% in constant currency (cc) [8] - Global eCommerce sales grew 27%, driven by store-fulfilled pickup & delivery and marketplace [8] - Walmart U.S. comp sales increased by 4.5%, with operating income up 6.3% to $5.8 billion [18] - Net sales for the three months ended October 31, 2025, were $177.769 billion, representing a 5.8% increase from $168.003 billion in the same period of 2024 [34] - Total revenues for the nine months ended October 31, 2025, reached $522.507 billion, up 4.4% from $500.431 billion in 2024 [34] - Walmart U.S. net sales for the nine months ended October 31, 2025, reached $353,752 million, a 4.4% increase compared to $338,892 million in 2024 [37] - Walmart International net sales increased by 5.4% to $94,496 million in 2025 from $89,677 million in 2024 [37] - Sam's Club U.S. net sales for the nine months ended October 31, 2025, were $69,252 million, reflecting a 3.1% increase from $67,139 million in 2024 [37] Income and Earnings - Consolidated net income attributable to Walmart for the three months ended October 31, 2025, was $6.143 billion, a 34.2% increase compared to $4.577 billion in 2024 [34] - Basic net income per common share attributable to Walmart increased by 35.1% to $0.77 for the three months ended October 31, 2025, compared to $0.57 in 2024 [34] - Consolidated net income for the nine months ended October 31, 2025, was $17,878 million, an increase of 21.5% from $14,732 million in 2024 [36] - Operating income for the three months ended October 31, 2025, was $6.696 billion, a slight decrease of 0.2% from $6.708 billion in 2024 [34] - Operating income for Walmart U.S. for the nine months ended October 31, 2025, was $18,205 million, a 4.9% increase from $17,358 million in 2024 [37] - Adjusted EPS is expected to be $2.58 to $2.63, including a currency headwind of $0.01 to $0.02 [2] - Reported EPS for the three months ended October 31, 2025, was $0.77, with adjusted EPS at $0.62 after net adjustments of $(0.15) [55] - For the nine months ended October 31, 2025, reported EPS was $2.20, while adjusted EPS was $1.91 after net adjustments of $(0.29) [55] Cash Flow and Investments - Operating cash flow increased by $4.5 billion to $27.5 billion [16] - Net cash provided by operating activities increased to $27,452 million in 2025 from $22,918 million in 2024, reflecting a growth of 19.8% [36] - Free cash flow for the nine months ended October 31, 2025, was $8,825 million, an increase of $2,603 million compared to the prior year [48] - The company reported a net cash used in investing activities of $19,030 million for the nine months ended October 31, 2025, compared to $12,661 million in 2024 [36] Assets and Liabilities - Total assets as of October 31, 2025, were $288.655 billion, an increase from $263.399 billion as of October 31, 2024 [35] - Current liabilities increased to $115.732 billion as of October 31, 2025, compared to $102.558 billion as of October 31, 2024 [35] - Long-term debt as of October 31, 2025, was $34.445 billion, slightly up from $33.645 billion as of October 31, 2024 [35] - Total cash, cash equivalents, and restricted cash at the end of the period was $11,097 million, up from $10,168 million at the end of the previous year [36] Operational Metrics - Adjusted operating income increased by 8.0% in constant currency [7] - Adjusted operating income for Walmart U.S. for the nine months ended October 31, 2025, was $18,205 million, a 4.1% increase from $17,488 million in 2024 [37] - Operating income for the trailing twelve months ended October 31, 2025, was $28,976 million, slightly up from $28,743 million in 2024 [66] - Return on assets (ROA) increased to 8.4% for the trailing twelve months ended October 31, 2025, compared to 7.8% for the same period in 2024 [61] - Return on investment (ROI) decreased to 14.8% for the trailing twelve months ended October 31, 2025, down from 15.1% in 2024 [61] Other Financial Highlights - Global advertising business increased by 53%, with Walmart Connect in the U.S. up 33% [8] - Membership income grew by 9.0%, including a 16.7% increase in membership income [8] - The company reported a 51.6% increase in provision for income taxes for the three months ended October 31, 2025, totaling $2.098 billion compared to $1.384 billion in 2024 [34] - The PhonePe subsidiary modified share-based payment plans, leading to incremental non-cash compensation expenses [55] - Business reorganization charges were primarily related to strategic supply chain decisions in the Sam's Club U.S. segment [56]

Core Insights - Walmart raised its annual forecasts for the second time this year, indicating strong performance and confidence as it approaches the holiday season [1] Group 1 - The company experienced another strong quarter, primarily driven by surging online sales [1]

Core Insights - The company announced the acquisition of three properties in Richmond, Virginia for $20.7 million, totaling 177,441 square feet and fully leased [1] - Walmart Supercenter, with an AA credit rating, is the anchor tenant of one property, while another property is anchored by TJ Maxx, which has an A credit rating [1][2] - Following this acquisition, approximately 50% of the company's annualized base rent is now derived from investment-grade rated tenants [2] Property and Market Details - The properties are located on 14 acres in a strong market area, with an average household income of $146,000 and a population exceeding 200,000 within a five-mile radius [3] - The acquisition marks the introduction of the first TJ Maxx-branded store into the company's portfolio [2] Company Overview - Alpine Income Property Trust, Inc. is a publicly traded real estate investment trust focused on delivering attractive risk-adjusted returns and dependable cash dividends through a diversified portfolio of single-tenant net leased commercial properties [4]