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中国市场山姆会费单季度收入增长超过35%
Bei Jing Shang Bao· 2026-02-25 08:32
Core Insights - Walmart reported a total revenue of approximately 4.91 trillion RMB for the fiscal year 2026, representing a year-on-year growth of 4.7% [1] - The adjusted operating profit for the fiscal year 2026 was approximately 213.92 billion RMB, showing a year-on-year increase of 5.4% [1] Revenue Performance - In the fourth quarter of fiscal year 2026, Walmart China achieved net sales of approximately 41.93 billion RMB, which is a year-on-year growth of 19.3% [1] - Comparable sales in the fourth quarter increased by 10.7% year-on-year [1] - E-commerce net sales grew by 28% year-on-year during the fourth quarter [1] Membership Business - The Sam's Club membership business showed strong growth in the fourth quarter, particularly in China, with membership fee revenue increasing by over 35% [1] - Overall membership revenue for Walmart in the fourth quarter grew by more than 15% [1] - The transaction volume at Sam's Club stores experienced double-digit growth [1]