Walmart(US:WMT) Sou Hu Cai Jing·2026-01-10 11:05Group 1 - The core product information of a down jacket indicates that it is made of 100% polyester fabric and lining, with white duck down filling containing 80% down content [1] - Multiple Sam's Club locations in Shanghai reported that both men's and women's versions of the down jacket have been out of stock for some time, with no specific restock date available [1] - Similar reports from other cities like Beijing, Wuhan, and Shenyang confirm that the down jacket is unavailable for sale, with restock timing still to be determined [1] Group 2 - Walmart's Q3 financial report for fiscal year 2026 shows that Walmart China achieved net sales of $6.1 billion, a year-on-year increase of 21.8%, with comparable sales growth of 13.8% [11] - E-commerce sales in China grew by 32%, with e-commerce sales accounting for over 50% of total sales, an increase of more than 390 basis points compared to the previous year [11] - Sam's Club in China continues to show strong growth, with double-digit increases in transaction volume and the addition of 8 new stores in the past 12 months, marking the most intensive year for new store expansion [11] - Projections indicate that Sam's Club China will surpass sales of 140 billion yuan in 2025, a growth of approximately 40% from 100.5 billion yuan in 2024 [11] - Walmart China has set a target for overall sales to exceed 200 billion yuan in 2026, with Sam's Club expected to exceed 10 million paid members for the first time in 2025 [11]