Walmart literally just out uh with results as we speak. Melissa Repco joins us. Scott, those numbers. >> Hey, Andrew. Walmart beat expectations for both sales and revenue for the holiday quarter as its business got a boost from e-commerce, advertising, and its third party marketplace. The company reported earnings per share of 74 cents compared to the 73 cents that Wall Street expected. It reported revenue of 190.66% billion compared to the 190.43% billion analysts expected. Its e-commerce sales in the US r ...

DoorDash shares jump as delivery demand fuels growth forecast | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]A DoorDash delivery person is pictured on the day they hold their IPO in the Manhattan borough of New York City, New York, U.S., December 9, 2020. REUTERS/Carlo Allegri [Purchase Licensing Rights, opens new tab]Feb 19 (Reuters) - Food delivery firm DoorDash's [(DASH.O), opens new tab] shares surged about 11% premarket on Th ...

Skip to main content Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv Walmart CEO Furner begins tenure with conservative outlook February 19, 202612:04 PM UTCUpdated ago By Reuters Walmart U.S. CEO and President John Furner speaks during a keynote session about how Walmart is implementing AI, during National Retail Federation (NRF) 2026: Retail's Big Show, in New York... Purchase Licensing Rights, opens new tab Read more Feb 19 (Reuters) - Walmart (WMT.O), opens ...

Core Viewpoint - Walmart Inc. has approved an annual cash dividend of $0.99 per share for fiscal year 2027, marking a 5% increase from the previous year's dividend of $0.94 per share [1] Dividend Details - The annual dividend of $0.99 per share will be distributed in four quarterly installments of $0.2475 per share [1] - The record and payable dates for the dividend payments are as follows: - Record Date: March 20, 2026, Payable Date: April 6, 2026 - Record Date: May 8, 2026, Payable Date: to be determined [1]

Core Insights - Walmart Inc. reported a revenue of $190.7 billion for the fourth quarter, reflecting a growth of 5.6%, or 4.9% on a constant currency basis [1] Financial Performance - Global eCommerce sales increased by 24%, driven by store-fulfilled pickup and delivery services as well as marketplace offerings [1] - The global advertising business saw a significant rise of 37%, with Walmart Connect in the U.S. growing by 41% [1] - Membership fee revenue grew by 15.1% globally [1] - The gross margin rate improved by 13 basis points, primarily due to performance in Walmart U.S. [1] - Operating income rose by $0.8 billion, representing a growth of 10.8%, or 10.5% when adjusted for constant currency [1]

Core Insights - The retailer is successfully attracting a diverse range of shoppers across all income groups to its grocery offerings and fast online delivery services [1] Group 1 - The retailer's grocery segment is experiencing increased foot traffic from various income demographics [1] - The online delivery service is gaining popularity, contributing to the overall growth in shopper engagement [1]

Walmart reports Q4 results Full Year Highlights " The pace of change in retail is accelerating. It's exciting. And our financial results show that we're not only embracing this change, we're leading it. For our customers and members, the future is fast, convenient, and personalized." John Furner President and CEO, Walmart BENTONVILLE, Ark., February 19, 2026 – Walmart Inc. (NASDAQ: WMT) announces fourth-quarter results with strong growth in revenue and adjusted operating income. Globally, eCommerce grew 24% ...

Core Viewpoint - Carrefour SA is a significant player in the global retail market, operating a wide network of hypermarkets, supermarkets, and convenience stores, primarily in Europe, Latin America, and Asia, while facing competition from retail giants like Walmart and Tesco [1] Financial Performance - On February 18, 2026, Carrefour reported an earnings per share (EPS) of $0.29, matching market expectations, with actual revenue reaching approximately $48.4 billion, slightly exceeding estimates [2][6] - During the Q4 2025 earnings call, Carrefour's management discussed key financial metrics, revealing a price-to-earnings (P/E) ratio of 35.19 and a price-to-sales ratio of 0.12, indicating a relatively low market valuation compared to its sales [3] Valuation Metrics - Carrefour's enterprise value to sales ratio stands at 0.26, and the enterprise value to operating cash flow ratio is 5.84, reflecting the company's total valuation in relation to its revenue and cash flow efficiency [4] - An earnings yield of 2.84% indicates a modest return on earnings, while a debt-to-equity ratio of 1.69 suggests a higher level of debt compared to equity, highlighting Carrefour's financial structure [4][6] Liquidity and Financial Health - The company's current ratio of 0.90 suggests potential liquidity challenges in covering short-term liabilities, which is crucial for understanding Carrefour's ability to meet immediate financial obligations [5]

Core Viewpoint - The Federal Reserve Bank of New York published a paper indicating that 90% of the costs from Trump's tariffs are borne by U.S. consumers and companies, contradicting the White House's stance that foreign exporters are responsible for these costs [1][3]. Group 1: Economic Analysis - The paper's findings suggest that foreign exporters are not absorbing tariff costs but are instead passing them on to American buyers [2][3]. - The National Economic Council director criticized the paper for its narrow focus on prices, arguing that it overlooked wage growth and benefits from onshoring [3]. Group 2: Public and Political Reaction - The comments from the National Economic Council director sparked a strong online reaction, with some commentators labeling the Trump economic team as divided and lacking credibility [4]. - The Tax Foundation estimated that tariffs would cost the average U.S. household $1,000 by 2025, aligning with the consensus that import taxes are primarily borne by domestic consumers [4]. Group 3: Market Predictions - Prediction markets indicate a 26% chance that the Supreme Court will rule in favor of Trump's tariffs, which could lead to refunds exceeding $130 billion and impact American trade policy [5]. - A separate market estimates an 18% chance that importers will receive refunds, suggesting limited expectations for consumer reimbursement even if the court rules against the tariffs [6]. Group 4: Retail Sector Insights - Traders are closely monitoring Walmart's upcoming earnings report for any commentary on tariffs, as the retailer has reached a record customer penetration of 72% of U.S. households, indicating a shift towards budget-conscious shopping [6].

Core Viewpoint - Walmart is expected to report strong fourth-quarter earnings, with revenue projected at $189.18 billion, an increase from $180.55 billion in the same quarter last year, and earnings per share anticipated to rise to 73 cents from 66 cents [2][3]. Earnings Estimates - Analysts predict Walmart's fourth-quarter revenue will be $189.18 billion, marking a year-over-year increase of approximately 4.5% [2]. - The expected earnings per share for the fourth quarter is 73 cents, up from 66 cents in the previous year [2]. Analyst Insights - Walmart has consistently exceeded revenue estimates for over 15 consecutive quarters and earnings estimates in seven of the last eight quarters [2][3]. - Market experts suggest that while Walmart's stock may perform well post-earnings, it may not sustain a rally due to high expectations already priced into the stock [4]. - Walmart's price-to-earnings ratio is noted to be 46, higher than most of the "Magnificent Seven" stocks, indicating a premium valuation [5]. CEO Transition - The upcoming earnings report will be the first under new CEO John Furner, with expectations of continued market share gains and stable comparable sales growth in the 4%-5% range [6]. Recent Performance - Walmart has shown consistent U.S. comparable sales growth in the range of 4.5%-4.8% over the last four quarters [7]. - The company's international sales have also seen a year-over-year increase of 10.8% [8]. Key Items to Watch - Investors are keen to see how consumer spending trends are reflected in the earnings report, particularly whether there is a shift from name-brand to private-label products [8]. - Strong growth in both U.S. and international segments, along with positive guidance for the next fiscal year, is anticipated to impact major stock market indexes and consumer staple ETFs significantly [9]. Stock Performance - As of the latest report, Walmart's stock is trading at $128.63, down 0.2%, with a year-to-date increase of 14.1% and a 52-week increase of 23.9% [11].