来源：市场资讯 （来源：美股情报站） 8月21日，全球最大的零售巨头沃尔玛(WMT)的股价出现了显著回落，跌幅达4.49%。这一股价波动反 映出市场对其最新财报中利润不及预期的反应。虽然公司在营收方面超出预期，但因运营成本增加，特 别是关税导致的库存压力，盈利能力遭遇挑战。 沃尔玛在最新的二季度财报中显示，营收达到1774亿美元，超过市场普遍预期的1761.6亿美元。然而， 调整后的每股收益仅为0.68美元，低于市场预期的0.74美元，为三年来首次未达预期。这一结果部分由 于保险理赔、重组成本和法律费用的增加所致。 尽管盈利未达市场预期，沃尔玛对未来的销售增长却保持乐观。公司上调了其全年销售和盈利预期，预 计净销售额将增长3.75%至4.75%。在美国市场，其同店销售增长4.6%，电商业务强劲增长26%，这些 亮眼的数据凸显了其在市场上的竞争力。 关税问题依然是沃尔玛面临的一大挑战。受进口关税政策影响，包括平底锅、牛仔裤在内的部分商品价 格在夏季有所上涨。公司通过加快进口和增加限时折扣来尽量维持低价策略，以应对成本上升的压力。 然而，关税的影响仍在持续，沃尔玛预计在今年下半年将面临更高的关税相关成本。 展望未 ...

在7月山姆经历了选品问题讨论后，沃尔玛的第一份财报出炉了。 21日，沃尔玛发布了截至2025年7月31日二季度业绩，其中，沃尔玛中国净销售额58亿美元（约合人民币416亿元），同比增长30.1%；可比销售额增长 23.1%；电商净销售额同比增长39%。过去12个月，山姆在华新开8家门店，意味着山姆维持了其此前提出的每年新开6-7家的拓店速度。 下面，我们来一起看看详情。 在华 沃尔玛全球高层们表示，国际业务再次成为集团的增长加速器。 "按恒定汇率计算，我们上季度的国际销售额增长了10.5%，这主要由沃尔玛中国、Walmex（注：墨西哥和中美洲沃尔玛）和印度电商业务Flipkart带 动。"董明伦表示。 小食代也留意到，沃尔玛国际总裁兼首席执行官Kathryn McLay今晚指出，上季度国际业务乘势而上，并进一步彰显了其差异化竞争的能力。她说，具体 至中国市场，上季度山姆会员商店业务持续强劲增长，交易量实现两位数增长。电商业务增长39%，得益于自提与配送服务，以及第三方平台共同拉动， 线上渠道销售额占总销售额超过50%；毛利率下降，主要受持续的业态组合调整影响；营业费用率下降，主要受强劲的销售增长、业态调整及运 ...

Core Viewpoint - Walmart's second-quarter earnings fell short of expectations for the first time in three years, primarily due to rising costs from tariffs, despite strong revenue growth and an optimistic outlook for future sales and earnings [1][3][7]. Financial Performance - Walmart reported second-quarter revenue of $177.4 billion, exceeding analyst expectations of $176.16 billion [4]. - Adjusted earnings per share were $0.68, below the expected $0.74, marking the first time in three years that earnings did not meet projections [5][12]. - The company raised its net sales growth forecast for fiscal 2026 from 3%-4% to 3.75%-4.75%, and slightly adjusted its earnings per share forecast to $2.52-$2.62 [6]. E-commerce Growth - Walmart's e-commerce sales grew by 25% globally and 26% in the U.S., with grocery and other product sales via store delivery increasing nearly 50% [10]. - The CEO highlighted that revenue growth is driven by innovation and execution, with a focus on enhancing digital experiences for customers [10]. Tariff Impact and Cost Management - The company is facing ongoing tariff pressures, which have led to increased costs. Walmart is managing these impacts on a product-by-product basis, absorbing some costs while passing others onto consumers [11]. - Approximately 50 products have seen price increases due to tariffs, including items like frying pans and jeans [11]. Membership Store Performance - Sam's Club reported same-store sales growth of 5.9%, surpassing analyst expectations of 5.2% [13]. - The net profit for Walmart in the second quarter rose to $7.03 billion, or $0.88 per share, significantly higher than the previous year's $4.5 billion or $0.56 per share [12].

All right, let's talk about Walmart retail. Walmart stock tumbling almost 5% today despite raising guidance for the year. The big box retailer did acknowledge tariff costs are starting to rise.By the way, first EPS meet Miss He said in three years. I just threw them all in. One of them going to be right.Let's bring in now former Walmart US CEO Bill Simon for reaction. He's now on the board of Dartan Restaurants. He is the chairman of Hannes Brands.Bill, glad to have you on. It was a myth, first miss in thre ...

Tariffs are having an impact. Shares of Walmart (WMT -4.53%) fell 4.9% Thursday. The drop came as the S&P 500 lost 0.5% and the Nasdaq Composite lost 0.4% as investors await Federal Reserve Chair Jerome Powell's speech tomorrow. The retail giant reported its second-quarter earnings, which were somewhat mixed. The company delivered solid sales growth but missed on earnings. Same-store sales were up The top-line growth was a welcome sight for investors despite the margin and earnings impact. The key metric of ...

more than three years. Walmart, also concerned about tariffs ultimately rising, raising prices. But let's be clear Walmart stock still up nearly 30% in the past year.So how much, if at all, do we read into this. Joining us now Simeon Gutman. He is retail analyst at Morgan Stanley.Simeon was it was it the earnings or was it the guidance. Was it tariffs or something else. >> Thanks for having me Brian.It was the earnings. We didn't get the level of profit growth that you would expect given the level of sales ...

Well, meantime, Walmart is on track for its worst day since April. That's after posting its first earnings miss in more than two years. Still, the company is raising its sales and earnings forecast even as it acknowledges that tariff costs are on the rise.CNBC. com retail reporter Melissa Reco is here on set. She joins me now.Melissa, it's great to have you. What were your takeaways from Walmart today. >> Thanks.There's a couple of different things that stick out to me. One is that so far Walmart has actual ...

Walmart, Inc. WMT shares were trading lower Thursday after the company reported its first earnings miss in three years. Warnings from CEO Doug McMillon on the negative impact of tariffs, further pressured the stock. WMT stock is slipping. Check the real-time price action here. McMillon told investors and analysts on Walmart's Q2 earnings call that the mega retailer is feeling the effects of President Donald Trump's tariffs on its bottom-line. Read Next: President Trump Worth More Than $5.5 Billion After $10 ...

Core Insights - Walmart Inc. reported second-quarter fiscal 2026 results, with total revenues of $177.4 billion, exceeding the Zacks Consensus Estimate of $175.5 billion, while adjusted earnings per share (EPS) of 68 cents missed the estimate of 73 cents [1][3][11] - The company raised its fiscal 2026 net sales and adjusted EPS guidance, now expecting net sales growth of 3.75-4.75% and adjusted EPS in the range of $2.52-$2.62 [1][17] Financial Performance - Total revenues increased by 4.8% year over year, with a constant-currency growth of 5.6%, reflecting strong performance across all business segments [3][11] - Adjusted EPS rose 1.5% from the previous year, but fell short of expectations [3][11] - Operating income decreased by 8.2% year over year to $7.3 billion, impacted by legal and restructuring costs, although adjusted operating income increased by 0.4% [7][11] Segment Performance - Walmart U.S. segment net sales grew 4.8% to $120.9 billion, driven by grocery and health & wellness sales, with e-commerce sales rising 26% [8][9] - Walmart International segment net sales increased by 5.5% to $31.2 billion, with a 10.5% increase on a constant-currency basis, supported by strong performance in China and Flipkart [10][11] - Sam's Club U.S. segment net sales rose 6% to $21.2 billion, with e-commerce sales increasing by 26% [12][13] E-commerce and Digital Growth - Global e-commerce sales surged 25%, attributed to store-fulfilled pickup and delivery services [4][11] - Membership income increased by 15.3% globally, while advertising revenue advanced by 46% [4][11] Operating Metrics - Consolidated gross profit margin expanded by 4 basis points to 24.5%, supported by strong inventory management [5][11] - Operating expenses deleveraged by 64 basis points due to higher self-insured liability claims and technology investments [6][11] Future Outlook - For the third quarter of fiscal 2026, Walmart expects consolidated net sales growth of 3.75-4.75% and operating income growth of 3-6% [16][17] - The company anticipates net interest expenses to increase by $100-$200 million [17]

U.S. stocks traded lower midway through trading, with the Dow Jones index falling around 50 points on Thursday.The Dow traded down 0.62% to 44,660.91 while the NASDAQ fell 0.74% to 21,016.48. The S&P 500 also fell, dropping, 0.66% to 6,353.29.Check This Out: How To Earn $500 A Month From Intuit Stock Ahead Of Q4 EarningsLeading and Lagging SectorsHealth care shares jumped by 0.7% on Thursday.In trading on Thursday, consumer staples stocks fell by 0.9%.Top HeadlineShares of Walmart Inc. WMT fell 4% on Thursd ...