Walmart Stock Price, News & Analysis

Walmart (WMT) reported strong Q1 FY26 results with revenue reaching $165.6 billion, up 2.5% (4.0% in constant currency), despite a ~100 bps headwind from lapping leap day. The company's global eCommerce sales surged 22%, driven by store-fulfilled pickup & delivery and marketplace performance. Notable highlights include a 50% growth in global advertising business (including VIZIO) and Walmart Connect's 31% growth in the U.S.

The company demonstrated improved profitability with operating income increasing by 4.3% ($0.3 billion), while adjusted operating income grew 3.0% in constant currency. Membership income rose 14.8%, contributing to a 3.7% increase in membership and other income. The company reported adjusted EPS of $0.61, excluding a $0.05 net loss on equity investments. Walmart's ROA stood at 7.5%, while ROI improved by 30 bps to 15.3%.

Walmart is presenting the North American premiere of Gabby's Dollhouse Live!, a new stage production based on DreamWorks Animation's popular preschool series. The tour will launch on September 19, 2025, in Long Beach, CA, and cover over 75 cities across North America. The show features an original story where Gabby and her cat friends must restore a broken rainbow to help a special acorn grow.

The production includes unique puppets, dynamic staging, and popular songs from the series. Pre-sale tickets and VIP packages will be available from May 15, with general public sales starting May 16. The tour will visit major venues including the Grand Ole Opry in Nashville, Fox Theatre in Detroit, and The Chicago Theatre. This live adaptation coincides with the release of Gabby's Dollhouse: The Movie in theaters on September 26, 2025.

Walmart (WMT) and Alquist have completed a groundbreaking 3D Concrete Print (3DCP) expansion project at the Owens Cross Roads, Alabama Supercenter. The project involved constructing 5,000-square-foot pickup expansion walls in just 75 hours over seven days, using two 3DCP systems and a five-person team. Key achievements include: - 15% lower costs compared to traditional construction - 55% reduction in material waste - 16-foot-high walls completed faster than conventional methods - Enhanced safety through robotics - Weather-resistant construction capabilities The project, which is Alquist's second 3DCP building for Walmart, demonstrates the scalability and efficiency of 3D printing in commercial construction. Alquist is also developing a comprehensive 3DCP curriculum with Aims Community College to build a future-ready workforce.

Walmart and Best Friends Animal Society are joining forces during National Pet Month in May 2025 to promote pet adoption and affordable pet care. The initiative comes as pet ownership has grown 15% compared to 2023, while 61% of pet owners report higher-than-expected costs.

The partnership includes a significant donation program where Blue Buffalo will contribute up to $550,000 to Best Friends for select pet food purchases at Walmart. The funds will support adoption fee coverage at Best Friends locations nationwide. On May 17, select Walmart stores will host adoption events with waived fees and pet product giveaways.

Throughout May, Walmart will offer deals and rollbacks on pet essentials from brands like Fresh Step, Purina Pro Plan, and Blue Buffalo. The retailer is expanding its pet product lineup with the Beautiful by Drew Pets collection and relaunching its Ol' Roy brand with new veterinary formulations. Customers can shop through multiple channels including in-store, online, and via the Walmart app with pickup and delivery options.

Walmart (NYSE: WMT) has released its 2025 Annual Report and Proxy Statement, showcasing strong financial performance with a 5.1% revenue increase to $681 billion and 8.6% growth in operating income. The company reported 20.8% global eCommerce growth and announced a 13% increase in annual dividend to $0.94 per share, marking its 52nd consecutive year of dividend increases.

The report highlights Walmart's commitment to employee welfare, with over half of U.S. store managers earning bonuses of $100,000+, and 1.1 million employees participating in 401k plans. The company emphasizes its evolution as a people-led, tech-powered organization.

In leadership changes, Tom Horton will step down as Lead Independent Director while remaining on various committees, with Randall Stephenson proposed as his successor effective June 5, 2025. The virtual Annual Shareholders' Meeting will address votes on 12 director nominees and various company and shareholder proposals.

Walmart has inaugurated a new 1-million-square-foot distribution center in Jacksonville, Florida, located at 1511 Zoo Parkway. The facility will service 25 Sam's Club locations, including 18 across Florida, Georgia, and South Carolina, plus seven in Puerto Rico.

Strategically positioned just 10 minutes from the Port of Jacksonville, the center will handle imported goods distribution to four Southeast distribution centers. The facility will create 250 new jobs in Jacksonville, offering full-time associates comprehensive benefits including medical insurance, 401(k) matching, and access to company-paid education through Walmart's Live Better U program.

During the opening ceremony, Walmart demonstrated community engagement by awarding $5,000 grants each to Keep Jacksonville Beautiful and the Police Athletic League of Jacksonville. In fiscal year 2024, Walmart, Sam's Club, and the Walmart Foundation contributed over $122 million in product donations and grants across Florida.

Walmart (WMT) hosted an investment meeting highlighting its strategic position and business strength. The company announced its U.S. eCommerce business is on track to be profitable this year. CEO Doug McMillon emphasized Walmart's resilience and ability to adapt to market conditions through investments in technology and customer experiences.

Key highlights include:

• Walmart International aims to reach $200B in GMV and double profits by 2028
• Sam's Club plans to double membership in 8-10 years and expand with 15 new clubs annually
• Walmart U.S. added $121B in sales over the past five years
• The company will reach 95% of U.S. households in under three hours
• Over 50% of eCommerce fulfillment center volume flows through next-generation facilities

Walmart (NYSE: WMT) reaffirmed its Q1 sales growth guidance of 3-4% during its Investment Community Meeting, while maintaining its annual sales and operating income growth outlook. The company highlighted its people-led, tech-powered omnichannel strategy focused on driving growth and creating shareholder value.

Key achievements include:

• Generated over 5% annual top-line growth and ~10% adjusted operating income growth
• Achieved 20% annual eCommerce growth, now representing 18% of net sales
• Expanded delivery coverage to 93% of U.S. within 3 hours
• Grew global advertising to $4.4 billion
• Invested $22 billion annually in capex, including $19 billion in U.S.

The company noted Q1 operating income growth faces challenges due to less favorable category mix, higher casualty claims, and potential tariff-related price investments. Walmart has deployed over $7 billion in share repurchases and announced its largest dividend increase in over a decade.

Walmart announces the return of Walmart+ Week, a members-only event running from April 28 through May 4, offering exclusive benefits and savings. The event celebrates the program's strong momentum, which has achieved double-digit growth and 180% year-on-year growth in same-day delivery.

Key benefits during the week include:

• 50¢ off per gallon at Exxon and Mobil stations
• Up to 2 free Burger King sandwiches daily with $1+ purchase
• 1 free Express Delivery
• $5 Walmart Cash for mobile scan & go orders over $15
• 6 months of Paramount+ with SHOWTIME
• $10 Walmart Cash bonus for using multiple offers

The company reports delivering over 5 billion units last year, with same-day delivery now reaching 93% of U.S. households. To promote the event, Walmart+ has partnered with Beck Bennett as the 'Savings Whisperer' to help members maximize their benefits.