Walmart set to report Q1 results on May 21 with omnichannel momentum, e-commerce gains and ads/membership growth, as tariffs, tech spend and cautious shoppers loom.
Walmart is set to post its latest quarterly earnigns before the opening bell Thursday, with the retailer's stock seen potentially climbing to new highs in the days following the results.
Walmart is getting into the restaurant delivery game. Some Spark delivery workers now field orders from in-store restaurants like McDonald's.
Walmart ramps up AI and automation to boost efficiency, with higher Sparky order values and more automated fulfillment.
Get a deeper insight into the potential performance of Walmart (WMT) for the quarter ended April 2026 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.
Buda Juice (BUDA) secures Walmart distribution for its Cherry Limeade SKU, expanding to 246 stores across 9 states, testing its cold-chain logistics at scale. Despite this Walmart deal, BUDA's revenue growth potential is limited in the near term, with projections adding only ~$1 million annually—about 11% of FY 2025 revenue. Gross margin compression to 39.5% and modest FCF highlight operational challenges as BUDA expands beyond Texas, reflecting freight and supply chain pressures.
Nvidia (NVDA) earnings are highly anticipated, with perfection already priced in and a beat-and-raise required for further upside. Walmart (WMT), Target (TGT) and Home Depot (HD) also report.
As the Iran war began driving gas prices higher in March, Walmart executives told UBS analysts that consumers' attitudes start to sour when gas prices hit $3.50 to $4 a gallon. At around $4 to $4.50, shoppers start making substitute purchases.
Investors have spent weeks looking through earnings reports. The Big Tech results due this week may be the most closely watched of all.
Walmart's online business is booming, with the bulk of sales fulfilled through local stores. The job of picking items for these orders falls to store workers who may pull hundreds of items per shift.
Walmart WMT shares have been standout performers this year, handily outperforming not just the broader market indexes but also the likes of Amazon AMZN and many members of the Magnificent 7 group.
WMT is at risk of a correction. Investors should consider trimming. Consensus expects Q1 revenue growth of 6.6%, but WMT's own guidance is a more modest 3.5-4.5% on a constant currency basis. Potential FX benefits could lift reported sales growth to around 6%, yet operating margin improvements are expected to be minor.