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Walmart Inc. (WMT) delivered strong third-quarter FY26 results, exceeding expectations with adjusted EPS of $0.62 versus the consensus estimate of $0.60 and quarterly sales of $179.50 billion, a 5.8% year-over-year increase. The company raised its fiscal 2026 adjusted EPS guidance to $2.58–$2.63 and its constant-currency revenue growth outlook to 4.8%–5.1%, reflecting confidence in its operational strategies. E-commerce sales surged 27% globally and 28% in the U.S., driven by AI tools like Sparky and a partnership with OpenAI’s ChatGPT, which boosted AI-driven traffic by 805%. Advertising revenue grew 53%, and membership income increased 17%, showcasing diversification in profit streams. Walmart’s Black Friday U.S. online sales reached $11.8 billion, up 9.1% from 2024, with e-commerce demand outpacing in-store growth. Strategic pricing initiatives, including 7,400 active rollbacks in grocery, helped attract budget-conscious shoppers amid inflationary pressures. Inventory management remained effective, with inventory rising 2.6%, roughly half the rate of sales growth. Analysts have responded positively, with multiple firms raising price targets and maintaining favorable ratings, contributing to Walmart’s stock outperforming the S&P 500 year-to-date. The company also announced its transition from the NYSE to Nasdaq Global Select Market in December 2025, aligning with its focus on innovation and digital transformation. Overall, Walmart’s financial performance, technological advancements, and strategic initiatives have solidified its leadership in the retail sector, with analysts confident in its sustained growth trajectory.
Source content provided by Benzinga.
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About WMT

Since its founding in 1962, Walmart has become the world's largest retailer, operating over 10,700 stores globally (including 4,600 namesake locations on its home turf and another 600 Sam's Club outlets) and growing its e-commerce presence, ... Read more

Ways to trade options* on WMT

Bullish Option Strategy: Long Calls

Traders buy a single call option on a stock or ETF. This strategy can benefit from a price increase while risking more capital than a spread.

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