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Walmart e-commerce sales rise 27% as shoppers opt for same-day delivery
Yahoo Finance· 2025-11-20 17:37
Core Insights - Walmart's revenue increased by 5.8% to $179.5 billion in Q3, driven by a 27% rise in global e-commerce sales, particularly from store-fulfilled pickup and delivery, and its third-party marketplace [1] E-commerce Performance - Online sales for Walmart U.S. rose by 28% year over year, with marketplace growth at 17%, marking the seventh consecutive quarter of over 20% e-commerce growth [2] - Same-day delivery sales surged nearly 70%, with approximately 35% of store-fulfilled orders delivered in under three hours [2] Delivery Capabilities - Walmart can now deliver to about 95% of U.S. households in under three hours, an increase from 93% last year and 76% two years ago [3] Strategic Moves - The company will transfer its stock listing to Nasdaq from the New York Stock Exchange on December 9, reflecting its focus on an omnichannel strategy supported by AI, supply chain automation, and e-commerce logistics [4] - John Furner will succeed Doug McMillon as president and CEO on February 1, marking a leadership transition [5] Operational Efficiency - Over 60% of U.S. stores receive freight from automated distribution centers, and more than 50% of e-commerce fulfillment center volume is automated, enhancing unit productivity and reducing delivery costs [6] Holiday Season Innovations - Walmart plans to test dynamic delivery windows for online shoppers this holiday season, providing minute-by-minute delivery estimates based on live traffic and driver location [7] International Performance - Walmart International's e-commerce sales grew by 26% in Q3, while Sam's Club's e-commerce revenue increased by 22%, with grocery e-commerce sales also showing double-digit growth [8]