每经编辑｜金冥羽 当地时间8月21日，美股三大指数延续弱势。截至发稿，道琼斯指数跌0.17%，标普500指数跌0.2%，纳斯达克综合指数跌0.2%。 大型科技股跌多涨少，截至发稿，苹果跌0.21%，特斯拉跌0.55%，亚马逊跌0.84%，脸书跌1.07%，英伟达跌0.11%，微软涨0.35%，谷歌涨0.27%。 | IF | 现价 | 涨跌幅▼ | | --- | --- | --- | | 微软(MICROSOFT) | 506.660 | 0.35% | | US MSFT | | | | 谷歌(ALPHABET)-A | 199.860 | 0.27% | | US GOOGL | | | | 英伟达(NVIDIA) | 175.200 | -0.11% | | US NVDA | | | | 苹果(APPLE) | 225.540 | -0.21% | | US AAPL | | | | 特斯拉(TESLA) | 322.128 | -0.55% | | US TSLA | | | | 亚马逊(AMAZON) | 221.920 | -0.84% | | US AMZN | | | | 脸书(META ...

Walmart Slumps After Rare Profit Miss Overshadows Higher Sales. Listen for more on Bloomberg Intelligence. https://t.co/cashEi3VCp ...

Core Insights - Walmart's eCommerce sales increased by 26% year-over-year, with grocery digital sales showing double-digit growth and store-fulfilled grocery delivery rising by 50% [2][3] Financial Performance - Despite a slight earnings miss due to rising costs from tariffs, Walmart raised its full-year net sales growth guidance to 3.75% to 4.75%, up from the previous 3% to 4% [3] - Comparable sales in the U.S. grew by 4.6%, with Sam's Club outperforming at 5.9% [3] eCommerce and Marketplace Growth - All segments of Walmart reported eCommerce sales growth exceeding 20%, with overall sales stronger than expected [4] - The global marketplace grew by 17%, and membership income increased by 15%, while global advertising surged by 46% [5] Consumer Behavior and Pricing Strategy - CEO Doug McMillon noted that U.S. consumer spending has remained consistent, with gradual impacts from tariffs leading to muted behavioral adjustments [6] - The company has managed to keep prices low despite rising costs, with creative strategies to avoid additional pressure on customers [6] Artificial Intelligence Initiatives - AI remains a key focus for Walmart, with plans to enhance the digital assistant Sparky for improved personalization and functionality [7][8] Membership and Loyalty Programs - Membership fee income across the enterprise rose by 15%, with Sam's Club seeing 7.6% growth in membership income and Walmart Plus membership income growing in double digits [9][10] Overall Business Strategy - The CFO highlighted the nuanced nature of the earnings report, emphasizing the strong momentum in eCommerce and diversified profit streams that are higher growth and higher margin [10]

Hello and welcome to Morning Brief Market Sunrise. I'm Ramzan Carmali live from Yahoo Finance Studios in London. It's Thursday, 21st August. Coming up on the show, there are signs that the tech selloff is easing after days of big losses for some of the nation's biggest stocks. Investor focus now shifts to Jackson Hole. They'll be looking for any clues of what the interest rate path will look like. And in the last few moments, Walmart has just released its latest earnings report. I'll bring you the details. ...

Let's get to some retail earnings this morning. Walmart did hike its sales and earnings outlook even as it said that its tariff costs are rising and will continue to do so. Our Courtney Reagan has more on the quarter. Busy morning court. Yeah, hi Carl. So Walmart earnings disappointing slightly though on stronger than expected revenues also increasing its fullear sales and earnings guidance. Now there's nuance in the operating income this quarter. Looks funny when you think about what normal normal cadence ...

Pre-market futures are sliding back into the red at this hour, on less-than-stellar numbers out this morning for Weekly Jobless Claims, Philly Fed and Walmart earnings. The Dow is -157 points currently, the S&P 500 is -24, the Nasdaq -90 and the small-cap Russell 2000 is -12. Over the past five trading days, these major indexes are down between -1% (Dow) and -3% (Nasdaq).Economic Prints Ahead of the Bell: Jobless Claims, Philly FedInitial Jobless Claims are out this Thursday morning, jumping to their highes ...

展望未来，尽管利润罕见地未达预期，沃尔玛公司上调了其全年销售预期，沃尔玛目前预计今年的净销 售额将增长 3.75%至 4.75%，而此前的指引为增长 3%至 4%。该公司还将调整后每股收益预期提高至 2.52 美元至 2.62 美元，而此前的指引为2.50 美元至 2.60 美元，市场预期为2.62美元。 智通财经APP获悉，周四，沃尔玛(WMT.US)跌逾4%，报98.33美元。财报显示，沃尔玛Q2营收同比增 长4.8%至1774亿美元，优于市场预期。非GAAP每股收益为0.68美元，不及市场预期，原因是保险理赔 费用增加。该公司表示，二季度利润受到了一定压力，包括一些一次性费用的影响，比如重组成本、更 昂贵的保险理赔以及诉讼和解费用。营业利润下降了 8.2%，这是由于一些特殊的法律及重组费用所 致。 ...

Economic Indicators - Initial Jobless Claims rose to 235K, exceeding expectations by 10K and increasing by 11K from the previous week, marking the highest level since June [2] - Continuing Claims approached 2 million, reported at 1.972 million, the highest since November 2021 [2] - The Philly Fed Manufacturing survey showed a negative reading of -0.3, significantly lower than the expected 7.0 and the previous month's 15.9, indicating a decline in manufacturing output [3] - New Orders fell to -1.9, a decrease of 20 points month over month, while Shipments remained positive at 4.5 [3] Company Earnings - Walmart reported mixed Q2 results with earnings of 68 cents per share, slightly below consensus estimates and only a penny above the previous year's figure, while revenues reached $177.4 billion, surpassing estimates by 1% [4] - Walmart revised its revenue guidance higher for the full fiscal year, despite a 2% drop in shares ahead of the market open [4] Market Expectations - Flash S&P Services and Manufacturing PMI for August are anticipated to cool slightly, with Services expected at 55.0 and Manufacturing at 49.5, just below the growth threshold [5] - Existing Home Sales for July are projected to decrease to 3.91 million annualized units from 3.93 million the prior month [6] - U.S. Leading Economic Indicators (LEI) are expected to improve to -0.1% for July from -0.3% in June, indicating a potential recovery from the lowest levels in over 10 years [6] Upcoming Earnings Reports - Earnings season continues with companies like Zoom Communications, Workday, Ross Stores, and Intuit expected to report quarterly earnings, with Intuit projected to achieve a year-over-year earnings growth of 33% [7]

8月21日，沃尔玛发布2026财年第二季度业绩。数据显示，沃尔玛第二季度实现总营收1774亿美元，同 比增长4.8%（剔除汇率波动影响后，总营收为1789亿美元，同比增长5.6%）；第二季度调整后营业利 润为80亿美元，同比增长0.4%。 其中，沃尔玛中国第二季度实现净销售额58亿美元，同比增长30.1%；可比销售额增长21.5%，电商业 务净销售额增长39%，电商销售额占比超过50%。第二季度山姆会员商店保持强劲的增长势头，其中交 易单量实现了双位数增长。山姆在过去12个月增加了8家新店（含本季度新增2家）。由于业态占比的变 化，本季度毛利率有所下降。但得益于强劲的销售增长，业态占比的变化，以及营运效率的提升，营运 费率下降，营业利润增长。 （企业公众号） (编辑：王璨 林辰) ...

Walmart Inc.'s (NYSE: WMT ) latest quarter shows why it remains such a good barometer of the U.S. consumer. Sales were strong, at $177.4 billion, up nearly 5% even after a $1.5 billion hit from weaker currencies. The company I'm passionate about finance and investing, focusing on business analysis, fundamental analysis, valuation, and long-term growth, especially in sectors like AI, fintech, finance and tech. I study finance and economy and have hands-on experience in equity research, financial modeling, an ...