Company Overview - Walmart Inc. has transformed from a traditional brick-and-mortar retailer to an omnichannel player, adapting to the evolving retail landscape through acquisitions, partnerships, and delivery programs like Walmart+ and Express Delivery [11] - The company has invested in its online e-commerce platform, Flipkart, to compete with rivals such as Amazon and Target [11] - Walmart's extensive product offerings range from groceries to electronics, home furnishings, health and wellness products, and apparel [11] Investment Ratings - Walmart is currently rated as 3 (Hold) on the Zacks Rank, with a VGM Score of B, indicating a solid position but not a strong buy [12] - The company has a Growth Style Score of B, forecasting a year-over-year earnings growth of 3.6% for the current fiscal year [12] - Four analysts have revised their earnings estimates upwards in the last 60 days for fiscal 2026, with the Zacks Consensus Estimate increasing to $2.60 per share [12] Performance Metrics - Walmart boasts an average earnings surprise of 5.3%, indicating a history of exceeding earnings expectations [12] - With a solid Zacks Rank and strong Growth and VGM Style Scores, Walmart is positioned as a potential top pick for growth investors [13]

Core Insights - Walmart is expanding its drone delivery service to three additional states, aiming to compete with Amazon for the fastest delivery service [1] - The partnership with Google's Wing will enable Walmart to launch drone delivery at 100 stores across cities including Atlanta, Charlotte, Houston, Orlando, and Tampa, building on existing operations in Arkansas and Texas [2] - Walmart claims to be the first retailer to scale drone delivery across five states, emphasizing its goal to lead in tech-enabled retail [2] Delivery Service Details - Wing's drones can operate beyond visual line of sight, covering a range of up to 6 miles from the store, with delivery times under 30 minutes [3] - Walmart has conducted over 150,000 drone deliveries since 2021 in collaboration with Wing and Zipline, which initially partnered with Walmart for deliveries in Arkansas [6] - In addition to drone delivery, Walmart has launched other fast delivery options, including Express Delivery, Late-Night Delivery, and InHome Delivery [8] Competitive Landscape - Amazon has also been expanding its drone delivery services, recently deploying them in College Station, Texas, and the West Valley of Phoenix, Arizona [9] - Amazon reported record Prime delivery speeds in early 2024, with over 2 billion items delivered the same or next day to Prime members globally [10]