Walmart will report fiscal first-quarter earnings before the bell on Thursday. Investors and economists are trying to gauge the strength of the U.S. consumer and the impact of higher tariffs on the retail industry.
Walmart's e-commerce momentum and strategic choices position it to exceed conservative revenue guidance, with a projected 28% upside if earnings beat expectations. The market may have overestimated tariff impact; actual tariffs implemented in Q1 are unlikely to significantly affect Walmart's financials. Walmart's investments in supply chain automation and Vizio's ad business enhance productivity and profitability, supporting a 6% YoY revenue increase.
Arun Sundaram believes Walmart (WMT) will post strong numbers in its earnings Thursday morning, backed by strength from March retail sales. He notes caution heading into earnings, as last quarter's report was the first domino toppling into a steep tariff-induced sell-off across Wall Street.
The Consumer Financial Protection Bureau (CFPB) reportedly dropped a lawsuit against Walmart and Branch that it filed in December. The agency filed a notice of dismissal Tuesday (May 13), Bloomberg reported Tuesday.
Earnings season continues its rapid pace this week, with this week's docket primarily dominated by retailers. We've already heard from most S&P 500 companies, with results overall positive amid lingering uncertainty concerning upcoming periods.
Shipping expert J Mintzmyer discusses the current volatility in the shipping sector, and the impact of geopolitical events and tariffs on container ships and tankers. Tanker stocks are particularly attractive due to strong rates and geopolitical factors, while container ship stocks face significant challenges from tariffs and reduced trade volumes.
Walmart's (WMT) same-store sales growth may be more muted than expected when the retail giant reports quarterly results in a few days, Bank of America said, but its e-commerce growth will likely outpace projections.
Walmart Inc (NYSE:WMT, ETR:WMT) will report its fiscal first-quarter 2025 financial results on Thursday, May 15, with Bank of America analysts repeating their ‘Buy' rating ahead of the release, citing continued market share gains and improving long-term profitability. They also maintained their price target of $120, representing upside from Walmart's share price on Monday afternoon of about $96.
Beyond analysts' top -and-bottom-line estimates for Walmart (WMT), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended April 2025.
WMT's Q1 results are likely to reflect gains from diversified business amid earnings pressure from sales volatility, rising costs and economic uncertainty.
Walmart (WMT) is set to report results for the first quarter of its 2026 fiscal year early Thursday, with analysts bullish on the retail giant they see as a potential winner from continued tariff uncertainty.
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