Walmart Stock Price, News & Analysis

OnePay and Synchrony (NYSE: SYF) have announced a strategic partnership to launch an exclusive credit card program with Walmart, powered by Mastercard, set to debut in fall 2025. The program will feature both a general-purpose card accepted anywhere Mastercard is accepted and a private label card for Walmart purchases. The credit card functionality will be integrated into the OnePay app, which currently serves millions of customers with banking, credit, and payment products. OnePay, backed by Walmart and Ribbit Capital, aims to provide a comprehensive financial management solution. Synchrony will contribute its lending expertise and digital capabilities, expecting the program to drive loyalty and sales with attractive risk-adjusted returns. The partnership brings together OnePay's fintech platform, Synchrony's credit expertise, Walmart's retail presence, and Mastercard's global payments network to deliver a seamless financial experience for consumers.

Walmart held its 2025 Annual Shareholders' Meeting with 91.4% of outstanding shares represented. CEO Doug McMillon highlighted strong FY2025 results and emphasized investments in wages, innovation, and technology while focusing on ROI improvement. All four company proposals passed with strong shareholder support: election of 12 director nominees (95.7%+ approval), ratification of Ernst & Young as independent accountants (97.8%), approval of executive compensation (95.2%), and approval of the 2025 Stock Incentive Plan (98.3%). Seven shareholder proposals related to law enforcement information requests, plastic packaging, racial equity, DEI initiatives, health and safety, and civil liberties in advertising were presented but failed to pass, receiving between 0.4% and 7.0% of votes.

Sam's Club announced that 96% of its Member's Mark food and beverage products now meet its 'Made Without' program goals, with complete implementation expected by year-end. The initiative eliminates over 40 ingredients including artificial colors, aspartame, and high-fructose corn syrup, based on member feedback and nutritional guidance. The transformation is driven by consumer preferences, with 72% of surveyed members seeking minimally processed foods and 90% pursuing healthier lifestyles. The program has shown particular success with Millennial and Gen Z shoppers, featuring innovations like fresh sushi available in 581 clubs and expanding to all locations by September. The company plans to extend the 'Made Without' initiative beyond food and beverages into categories like household essentials, health, and baby products.

NationsBenefits and Walmart (WMT) are expanding their partnership to enhance health plan member engagement through technology integration. The collaboration features NationsBenefits' Basket Analyzer Service and Walmart's Everyday Health Signals program, offering personalized nutrition and wellness guidance. Members can use their NationsBenefits Benefits Mastercard Prepaid Flex Card at over 4,600 Walmart stores and Walmart.com for eligible purchases. The program provides real-time shopping insights, seamless benefit access, and actionable nutrition support. With 90% of Americans living within 10 miles of a Walmart store, the partnership aims to transform healthcare engagement by connecting retail behavior with personalized health insights for members who opt in to share their shopping data.

Walmart (WMT) is revolutionizing healthcare shopping with new digital innovations for Medicare Advantage customers. The company has introduced online badging for benefits-eligible products on Walmart.com and its app, allowing customers to easily identify and purchase items using their supplemental benefits. The system includes real-time benefits tracking and convenient checkout options for same-day pickup or delivery.

Additionally, Walmart is launching Everyday Health Signals, an AI-powered platform that helps customers make healthier choices. Initially partnering with NationsBenefits, the platform analyzes customers' shopping history to provide personalized nutrition guidance and shopping recommendations. This initiative addresses a significant market opportunity, as approximately two-thirds of Medicare Advantage members never use their OTC benefits, resulting in billions in forfeited benefits annually.

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.