Walmart U.S. stores and e-commerce
Q2 FY27 net sales rose 3.5% to $125.2B, with e-commerce growth of 23% across the company.
The numbers
What it is
Walmart's core US mass-merchandise business: supercenters, neighborhood markets, and Walmart.com with store-fulfilled delivery. It is the largest single profit pool in the company and sets the tone for the stock on every earnings call.
Why it matters to the stock. Most of Walmart's sales and the base for advertising and membership income. Comparable-store sales and pricing investment decide whether margins hold.
News
Walmart opens 900,000 sq ft Stockton fulfillment center in California
Walmart opened a next-generation fulfillment center in Stockton, California, of more than 900,000 square feet and more than 1,000 jobs.
Walmart unveils holiday shopping options, with Express Pickup in 500 stores
Walmart set out its 2026 holiday shopping plans, led by Express Pickup, which gets Walmart app orders ready for curbside pickup in as little as one hour.
Walmart raises FY27 outlook but guides Q3 adjusted EPS to $0.62–$0.64
Walmart lifted its full-year fiscal 2027 outlook, with adjusted EPS now expected at $2.80 to $2.87, up from $2.75 to $2.85.
Walmart Q1 FY27 revenue rises 7.3% to $177.8B; guidance held, Q2 EPS outlook $0.72-$0.74
Walmart reported first-quarter fiscal 2027 revenue of $177.8 billion, up 7.3%, with adjusted EPS of $0.66.
Walmart plans more than 650 store remodels and about 20 new stores through early 2027
Walmart said it has more than 650 Supercenter and Neighborhood Market remodels planned, plus about 20 new stores for 2026 and early 2027.
Walmart Q4 FY26 revenue rises 5.6% to $190.7B; FY27 adjusted EPS guided to $2.75-$2.85
Walmart reported fourth-quarter fiscal 2026 revenue of $190.7 billion, up 5.6%, with e-commerce growing 24% globally.