Walmart seen benefiting from eCommerce profitability, ancillary business growth in Q2
Walmart Inc (NYSE:WMT, ETR:WMT) is set to report its second quarter earnings this week, with Bank of America analysts expecting the discussion to center less on headline numbers and more on the forces shaping the retailer's longer-term trajectory. For Q2, the analysts project adjusted EPS of $0.70 and US comparable sales growth of 3.5% for the quarter, in line with the Wall Street consensus.
Walmart: Tariff Fears Fuel Cry Wolf Rally
Walmart's stock surged past $100 in 2025, driven by defensive positioning amid recession fears and strong investor demand. Tariffs are creating a regressive tax environment, squeezing Walmart's core lower-income customers but potentially attracting middle-income shoppers seeking value. Despite economic resilience, consumer sentiment is weakening, and inflationary pressures may compress Walmart's margins even as sales could exceed expectations.
Costco vs. Walmart: Which Retail Stock Should You Buy Now?
Looking to invest in retail? Discover how Costco and Walmart compare on growth, strategy and investor appeal today.
Is This What Catapults Walmart to a $1 Trillion Valuation?
Key Points in This Article: Trillion-dollar valuations, once rare, now include ten companies, with Walmart's (WMT) $803.6 billion valuation close behind.
Consumer Security: Why WMT Succeeded Where TGT Failed
Chrstine Short is expecting Target (TGT) to post its fourth consecutive quarter of negative sales growth when it reports earnings Wednesday morning. The biggest weakness she sees in Target is the state of the consumer.
Here's How Much Traders Expect Walmart Stock To Move After Earnings This Week
Retail giant Walmart (WMT) is slated to report second-quarter earnings before markets open on Thursday, and investors see potential for shares to approach a record high in the days following.
Walmart & 3 More Retailers Set to Beat Earnings Estimates This Season
Walmart, Abercrombie & Fitch, Urban Outfitters and Burlington Stores are set to outshine forecasts in the Retail-Wholesale sector this earnings season.
Will Walmart's Membership Growth Power Its Profit Cycle in Q2?
WMT bets on booming membership growth to strengthen profits as tariff pressures test its Q2 performance.
Walmart (WMT) Q2 Earnings on the Horizon: Analysts' Insights on Key Performance Measures
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 July 2025.
Walmart: Recent Inflation Data Is A Headwind Ahead Of Q2 Earnings
Walmart faces margin pressure and slowing annual revenue growth, with inflation and tariffs posing additional risks to profitability and consumer demand. Recent results showed modest revenue growth and strong e-commerce and advertising gains, but net margins remain under pressure and debt levels have increased. Valuation appears stretched, with the stock trading well above five-year averages and a low dividend yield offering little downside protection.
Retail Earnings Could Assess Consumers' Post-Tariff Health
This week will see Walmart and other major U.S. retailers report their quarterly earnings. And as Bloomberg News noted in a report Saturday (Aug. 16), these numbers will offer a glimpse into how U.S. consumers are coping with White House tariffs.
Walmart and rivals report, for the clearest look at the consumer yet. Will CEOs talk about the elephant in the room?
The nation's biggest retailer reports results on Thursday as signs emerge that U.S. tariffs could be nudging prices higher.
