Walmart Inc. (WMT) Presents at 2025 Oppenheimer Consumer Growth & E-Commerce Conference (Transcript)

Core Insights - Walmart shares have increased by approximately 8% year-to-date, outperforming the modest rise in the S&P 500, indicating strong market performance and investor confidence [2] - The company is optimistic about its future prospects, particularly regarding potential profit growth in the coming years [2] Group 1: U.S. Consumer Performance - In Q1, Walmart U.S. experienced a 4.5% comparable sales increase, showcasing continued strength in top-line performance [3] - Positive momentum was noted in the grocery and health and wellness sectors, reflecting consumer engagement with seasonal events [3] - There was some weakness in the general merchandise category, particularly at the beginning of the quarter, indicating mixed consumer behavior [4]