Walmart (NYSE:WMT) continues to be one of the top retailers investors look at as ways to play this particular space, and for good reason.
Amazon stock is down over 23% from its peak since February as tariff fears have raised the risks of slower revenue growth and margin pressures, dampening investor sentiment. Amazon grew its revenues by 10% YoY in Q4 FY24 with expanding profitability as AWS grew at a robust 19% growth, while the company doubled down on cost efficiencies across its AI stack. It is slated to report its Q1 FY25 earnings on April 28, where revenue and earnings per share are projected to grow 8.16% and 38.7% respectively.
Walmart (WMT) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
If you're unsure what to make of Walmart (WMT 2.42%), you're not alone. It's resilient, but certainly not immune to the effects of newly enacted tariffs.
The stock market's sharp sell-off is testing investors' patience. The recent tariff implementations and pauses have created a lot of near-term uncertainty.
When Walmart, the largest retailer in the U.S., abruptly withdrew its first-quarter operating income guidance last week, the message was unmistakable: the tariff storm is shaking the foundations of retail planning.
Walmart Inc. (NYSE:WMT ) 2025 Walmart Investment Community Meeting and Q&A Session Call April 9, 2025 9:00 AM ET Company Participants Doug McMillon - President & CEO John David Rainey - EVP & CFO Kathryn McLay - President & CEO, Walmart International Ignacio Caride - President & CEO, Walmex Christina Zhu - President & CEO, Walmart China Kalyan Krishnamurthy - CEO, Flipkart Chris Nicholas - President & CEO, Sam's Club Julie Barber - EVP, General Merchandising, Walmart U.S. Tom Ward - EVP, End-to-End COO, Sam's Club Diana Marshall - EVP and Chief Experience Officer, Sam's Club Todd Sears - SVP & CFO, Sam's Club John Furner - EVP, CEO & President, Walmart US Latriece Watkins - EVP & Chief Merchandising Officer, Walmart U.S. David Guggina - EVP, Supply Chain Operations, Walmart U.S Seth Dallaire - EVP & CRO, Walmart U.S. Stephanie Wissink - SVP, IR Suresh Kumar - Global CTO, Chief Development Officer & EVP Conference Call Participants Simeon Gutman - Morgan Stanley Robby Ohmes - BofA Securities Greg Melich - Evercore ISI Peter Benedict - Baird Brad Thomas - KeyBanc Scot Ciccarelli - Truist Michael Lasser - UBS Chris Horvers - JPMorgan Zhihan Ma - Bernstein Karen Short - Melius Research Joe Feldman - Telsey Advisory Group Kelly Bania - BMO Rupesh Parikh - Oppenheimer Oliver Chen - TD Cowen Operator Today's event is being recorded and management may make forward-looking statements. These statements are subject to risks and uncertainties that could cause actual results to differ materially from these statements.
Walmart Inc (NYSE:WMT, ETR:WMT) has reiterated its full-year fiscal 2026 guidance during its recent Investor Day in Dallas, maintaining a confident outlook despite expecting a more complex macroeconomic environment and widening its EBIT forecast for the first quarter. While the company kept its Q1 sales guidance unchanged, it expanded the expected EBIT growth range, citing a soft start in general merchandise, a spike in casualty claims of about $200 million, and flexibility to respond to tariff-related pricing shifts.
WMT is focusing on growth through investments in key areas while reaffirming its Q1 outlook despite challenges from rising tariffs and market volatility.
The stock market is cooling off again today after a big sigh of relief yesterday.
As global markets gyrated over tariffs, Walmart executives gathered with their biggest investors in Dallas this week and worked to project calm.
Executives of the largest private employer in the U.S. are still confident in the business despite growing concerns from the business community around tariffs.