Walmart delivered another strong quarter that showed the retail giant is firing on all cylinders, with total revenues climbing to $179.5 billion—a solid 5.8% jump from last year that reflects the company’s ability to keep growing even as a massive business.
The company’s domestic performance proved particularly impressive, with U.S. sales reaching $120.7 billion and marking a 5.1% increase. What makes this growth special is how it happened: more people shopped at Walmart stores, and each person spent a bit more money. Transactions rose 1.8% while the average shopping trip increased by 2.7%, showing customers are both visiting more often and buying more items.
Online shopping became Walmart’s secret weapon this quarter. Global eCommerce sales jumped an eye-popping 27%, with the U.S. digital business accelerating to 28% growth. Store-fulfilled delivery channels nearly doubled with 70% growth, proving that combining physical stores with online convenience creates magic for shoppers who want their groceries fast.
The advertising side of Walmart’s business also caught fire. Walmart Connect advertising sales increased 33%, while the global advertising business grew an impressive 53%. This shows how the company is becoming more than just a place to buy stuff—it’s becoming a platform where other businesses want to advertise.
International operations delivered solid results too, with net sales growing 11.4% and operating income jumping nearly 17%. Even overseas, online sales stayed strong with 26% growth, proving Walmart’s digital strategy works across different markets and cultures. The company’s membership income increased 17% globally, driven by strong performance in international markets.
Financially, the numbers tell a story of steady improvement. Adjusted earnings per share hit $0.62, up nearly 7% from last year. The company managed inventory smartly, increasing it only 2.6% while sales grew much faster. This careful balance helps Walmart avoid having too much stuff sitting around while still keeping shelves full. The retail giant also announced plans for capital expenditures representing about 3.5% of net sales to support operational enhancements.
Looking ahead, Walmart raised its guidance for fiscal 2026, projecting net sales growth between 4.8% and 5.1%. With return on assets reaching 8.4% and return on investment hitting 14.8%, the retail giant continues proving that size doesn’t have to slow down success. These impressive returns demonstrate the company’s strategic use of stop-loss orders and disciplined capital allocation to protect shareholder value.
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