Walmart's US business reported net sales of $125.2 billion for the quarter ended July 31, up 3.5% from $120.9 billion. Comparable sales excluding fuel rose 2.6%, against 4.6% in the same quarter a year earlier; transactions rose 1.5% and the average ticket 1.1%. US e-commerce sales grew 24%. Sam's Club comparable sales excluding fuel rose 4.4%. The company raised its full-year forecast for constant-currency net sales growth to 4% to 5%, from 3.5% to 4.5%, and now projects adjusted earnings of $2.80 to $2.87 a share.
Why it matters for listed companies
Walmart is the largest US retailer and grocer, so its quarter is the broadest single reading of household spending on everyday goods. Growth came mostly from more visits and from online orders, with comparable sales growth slower than a year before. Its gains in grocery and delivery come partly at the expense of supermarket chains, dollar stores and other general merchants, and its advertising and marketplace businesses compete with online platforms. Packaged-food and household-goods makers depend on it as their largest customer.
Euro in US dollars 1.1681 → 1.1253-0.0428 20 Aug 2026 → 16 Oct 2026 · ECB reference rate
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