Core Insights - Walmart Inc. has expanded its Same-Day Pharmacy Delivery service to include refrigerated and reconstituted medications, marking a significant innovation in retail pharmacy services [1][8] - The new service responds to customer needs and enhances access to essential medications, with refrigerated prescriptions representing over 30% of pharmacy sales [2][8] Service Details - The pharmacy delivery program has completed over four million orders since its pilot launch, with the fastest order delivered in just nine minutes [2] - Deliveries are tracked in real-time via the Walmart app, and medications are packaged in insulated, light-blocking bags to maintain quality [3][8] - Customers can select delivery windows from scheduled to on-demand, and must sign for their orders upon delivery [3] Support and Affordability - Walmart's extensive pharmacy network includes over 15,000 pharmacists who provide additional services such as counseling and immunizations [4] - The $4 generic prescription program is also available for delivery, and the service is free for Walmart+ members, emphasizing affordability [4] Market Performance - Walmart's shares have increased by 27.4% over the past year, closely aligning with the industry growth of 26.4%, while competitors like Costco and Target have shown varied performance [5] - The forward 12-month price-to-earnings ratio for Walmart is 36.65, higher than the industry average of 33.30, indicating a premium valuation compared to Target but a discount to Costco [6][10] Financial Estimates - The Zacks Consensus Estimate projects Walmart's current financial-year sales and earnings per share to grow by 4% and 3.6% year-over-year, respectively [11] - Specific sales estimates for the upcoming quarters indicate a growth trajectory, with current quarter estimates at $177.01 billion and next year at $739.31 billion [12]

Core Insights - Walmart is enhancing its pharmacy delivery service by introducing Same-Day Pharmacy Delivery for refrigerated and reconstituted medications, including insulin, GLP-1s, and pediatric amoxicillin, available nationwide [1] Group 1 - Walmart is the first retailer to offer refrigerated and reconstituted prescriptions alongside groceries and everyday essentials in a single online order [1] - This initiative aims to provide greater convenience for customers by unlocking new levels of service in pharmacy delivery [1]