WMT · Consumer

Walmart Inc.

Ranked earnings events from SEC filings, earnings calls, press releases and news. Full Picture: everything published this earnings window

News · 2026-11-07

• Revenue Performance and MixImportance 36 · Surprise 14
  Walmart’s revenue increased 5.9% to $187.9 billion in the most recent quarter. The digest reports the year-over-year revenue increase but provides no segment or geographic breakdown. The reported increase exceeded the…

News · 2026-11-06

• Drone Delivery PartnershipImportance 31 · Surprise 42
  Walmart plans to scale up its drone delivery network nationwide through its partnership with Zipline. Zipline will operate small unmanned aerial vehicles from 300 new Walmart store locations. Zipline said it raised…

News · 2026-11-05

• Drone Delivery ExpansionImportance 59 · Surprise 82
  Walmart reached a new multi-year agreement with Zipline to add 300 drone delivery sites across the United States. The expansion follows a program that had completed more than 2 million deliveries and had 21 active…
• Capital Expenditures and AutomationImportance 53 · Surprise 42
  Walmart expanded its commercial partnership with Symbotic to deploy additional warehouse automation across 25 regional distribution centers in the United States. The multiyear agreement includes an initial spending…
• Supply Chain Automation ExpansionImportance 53 · Surprise 42
  Walmart expanded its commercial partnership with Symbotic to deploy AI-powered warehouse automation across 25 U.S. regional distribution centers. The multiyear agreement includes an initial spending commitment of…
• Capital Expenditures ProgramImportance 34 · Surprise 42
  Walmart is building a fulfillment center in the Town of Wallkill, Orange County, New York. The project is estimated to exceed three million square feet and cost approximately $1.8 billion. A project labor agreement for…
• Fulfillment Center ConstructionImportance 34 · Surprise 42
  A project labor agreement was signed for construction of a Walmart fulfillment center in the Town of Wallkill, Orange County, New York. The planned facility is more than three million square feet and is estimated to…
• Fulfillment Center ExpansionImportance 34 · Surprise 42
  A project labor agreement was signed for construction of a Walmart fulfillment center in the Town of Wallkill, Orange County, New York. The facility is estimated to exceed three million square feet and cost…
• AI Shopping Agent ChannelImportance 31 · Surprise 42
  Walmart is opening its online shopping channel to third-party AI agents such as Meta’s Muse, in contrast to Amazon’s decision to block the agent. Walmart has published terms for AI agents, introduced agent profiles and…
• AI-Powered Shopping ExperienceImportance 31 · Surprise 42
  Walmart has embraced third-party AI shopping agents such as Meta’s Muse, in contrast to Amazon, which has blocked the agent. Walmart published terms for AI agents, introduced agent profiles, and is building a gateway…
• Store Openings and RemodelsImportance 20 · Surprise 24
  Walmart plans to open three stores in November in Oklahoma, North Carolina and Tennessee; the Calabash, North Carolina, store opened on November 4. The openings are part of a broader plan to open 20 stores and remodel…
• Store Openings and ExpansionImportance 20 · Surprise 24
  Walmart planned to open three stores in November 2026 in Oklahoma, North Carolina, and Tennessee; the Calabash, North Carolina, store opened on November 4. The openings are part of a larger goal to open 20 stores and…

News · 2026-11-04

• Revenue Performance and MixImportance 36 · Surprise 14
  Walmart’s Q2 2026 revenue rose 5.9% year over year to $187.94 billion, exceeding expectations. EPS was $0.81, compared with analyst estimates of $0.74. The report did not provide segment revenue or mix details.
• Store Openings and ExpansionImportance 34 · Surprise 42
  Walmart plans to open three stores in November 2026: new Supercenters and Neighborhood Markets in Oklahoma, North Carolina, and Tennessee. The openings are part of its goal to open or convert 150 stores by 2027. The…
• AI-Powered Shopping ExperienceImportance 34 · Surprise 42
  Walmart has expanded its Sparky AI agent ahead of the 2026 Christmas shopping season. Sparky can convert handwritten lists into online carts, suggest products based on uploaded photos, help customers navigate stores…
• Store Count and ExpansionImportance 34 · Surprise 42
  Walmart plans to open three stores in Oklahoma, North Carolina, and Tennessee during November 2026. The openings are part of its broader goal to open or convert 150 stores by 2027. The report describes the move as…
• AI Agent Partnership ExpansionImportance 31 · Surprise 42
  Walmart is working with Meta to integrate the Muse AI shopping agent into Walmart’s online retail experience. The agent is intended to help customers plan and execute shopping journeys on Meta platforms. The report…

News · 2026-11-03

• Capital Expenditures and AutomationImportance 46 · Surprise 42
  Walmart agreed to invest about $6 billion over several years to automate an additional 25 U.S. regional distribution centers using Symbotic equipment. The multiyear commitment expands Walmart’s existing commercial…
• Supply Chain Automation PartnershipImportance null · Surprise null
  Walmart expanded its commercial agreement with Symbotic to automate an additional 25 U.S. regional distribution centers. The multiyear installation will add robotics and case-moving equipment across Walmart’s…

News · 2026-11-02

• Capital Expenditures ProgramImportance 49 · Surprise 42
  Walmart committed more than $6 billion to Symbotic Inc. for supply-chain automation technology across 25 U.S. regional distribution centers. The expansion builds on a partnership that began over a decade ago and may…
• Digital Channel and Delivery GrowthImportance 41 · Surprise 48
  Walmart is expanding Sparky, its AI-powered shopping assistant, with new features ahead of the holiday season. The updates are intended to simplify purchase decisions, improve product discovery and help customers…
• Pharmacy Fulfillment ExpansionImportance 34 · Surprise 42
  Walmart opened its sixth regional pharmacy hub in Litchfield Park in the Phoenix area, with capacity to fill up to 100,000 prescriptions per day. The hub will centralize prescription fulfillment for more than 700…
• Trade Policy and TariffsImportance 26 · Surprise 30
  A third-party report says Walmart withheld a quarterly profit outlook because of tariff-induced uncertainty. The report does not identify specific tariffs, jurisdictions, dollar exposure, or an expected impact on…
• AI-Powered Supply ChainImportance null · Surprise null
  Walmart has committed more than $6 billion to Symbotic to expand automation across 25 U.S. regional distribution centers. The technology expansion is intended to increase supply-chain capacity, simplify operations for…
• Supply Chain Automation PartnershipImportance null · Surprise null
  Walmart has committed more than $6 billion to Symbotic to expand automation technology across 25 U.S. regional distribution centers. The partnership may also be integrated further globally, though no timeframe or…

News · 2026-11-01

• Store Closures and RestructuringImportance 34 · Surprise 42
  Walmart closed three stores in Canada, affecting more than 330 workers. The company said the closures are part of a strategic review to move from older leased locations to larger, company-owned stores designed to…
• Capital Expenditures ProgramImportance 34 · Surprise 42
  Walmart announced a planned US$400 million investment in a robotics-enabled distribution center in Texas. The facility is planned near San Antonio and is expected to create 425 jobs. The investment is intended to…
• Store Closures and ExpansionImportance 34 · Surprise 42
  Walmart closed three stores in Canada, affecting more than 330 workers. The company described the closures as part of a strategic review to move from older leased locations to larger, company-owned formats that can…
• Capital Expenditures and GuidanceImportance 34 · Surprise 42
  Walmart announced a planned US$400 million investment in a robotics-enabled distribution center in Texas. The facility is expected to create 425 jobs and expand Walmart’s logistics footprint. The report does not…
• Regulatory Investigations and LitigationImportance 25 · Surprise 42
  Walmart has begun an internal investigation into whistleblower allegations involving vendor kickbacks at Flipkart, its Indian e-commerce unit. The inquiry reportedly concerns claims that some employees solicited…

News · 2026-10-31

• Revenue Performance and MixImportance 24 · Surprise 14
  Walmart’s quarterly revenue increased 5.9% year over year, an increase above the 3% materiality threshold when applied to the company’s reported revenue base. The company’s quarterly revenue exceeded analyst…

News · 2026-10-30

• Capital Expenditures ProgramImportance 52 · Surprise 42
  Walmart expanded its commercial agreement with Symbotic, with an initial commitment of about US$6 billion over several years. The rollout will bring Symbotic automation technology to 25 U.S. regional distribution…
• Acquisitions and PartnershipsImportance 46 · Surprise 42
  Walmart announced a strategic investment in Texas-based Base Power and an agreement to make the company’s home energy offerings available to Walmart customers and Sam’s Club members. The offering includes home battery…
• AI-Powered Shopping ExperienceImportance 31 · Surprise 42
  Walmart introduced its AI shopping assistant, Sparky, in Canada, more than a year after its initial U.S. rollout. The assistant helps consumers find and compare products and create shopping lists based on a budget or…
• Supply Chain Fulfillment and AutomationImportance null · Surprise null
  Walmart expanded its commercial agreement with Symbotic, with an initial commitment of about US$6 billion to deploy automation at 25 U.S. regional distribution centers. Reporting says the agreement also supports…

News · 2026-10-22

• FDA Marketplace WarningImportance 47 · Surprise 60
  The U.S. Food and Drug Administration issued Walmart a warning letter concerning unapproved sexually transmitted infection drug products sold through Walmart's online marketplace. The products were offered by…
• Membership / Enrollment TrendsImportance 31 · Surprise 42
  Walmart introduced a US$120 annual bundle combining Walmart+ and Sam’s Club Plus memberships. The offer targets U.S. households that use both Walmart’s online services and Sam’s Club warehouse clubs. The bundle is…
• AI-Powered Shopping ExperienceImportance 31 · Surprise 42
  Walmart is introducing Agent Profiles that let customers authorize AI agents to shop through their Walmart accounts. Customers can set purchasing permissions and spending limits and monitor AI-agent activity. The…
• Walmart+ Member Benefits ExpansionImportance 31 · Surprise 42
  Walmart introduced a US$120 annual bundle combining Walmart+ and Sam's Club Plus memberships in the United States. The offer targets value-focused households that use both Walmart's online services and Sam's Club…
• Product Recall and SafetyImportance 28 · Surprise 42
  Kayem Foods recalled more than 1.5 million pounds of ready-to-eat meat and poultry products because of temperature abuse during storage. The recalled products include hot dogs, sausages and deli meats sold under Kayem,…
• Grocery Competition and Market ShareImportance 26 · Surprise 24
  Kroger plans to invest $5 billion through 2029 in price reductions and related initiatives to regain grocery market share from Walmart and Costco. The effort is being funded partly through corporate cost savings and…
• Grocery Competition and PricingImportance 26 · Surprise 24
  Kroger plans to invest $5 billion through 2029 to lower prices and regain grocery market share from competitors including Walmart and Costco. Kroger also plans to open 110 Fresh-format stores and eliminate 3,000…
• Supply Chain and InventoryImportance 20 · Surprise 24
  Cleo estimates that late or incomplete deliveries cost U.S. and Canadian food and consumer packaged-goods manufacturers about $100 billion annually. The estimated losses include retailer chargebacks, expedited freight,…

News · 2026-10-21

• AI-Powered Shopping ExperienceImportance 59 · Surprise 82
  Walmart is expanding its AI-powered shopping assistant, Sparky, to make shopping faster, more personalized and more convenient. The number of customers using Sparky increased 70% year over year in the second quarter of…
• Outstanding IndebtednessImportance 46 · Surprise 42
  Walmart filed a Form 424B5 prospectus supplement for C$5 billion of senior unsecured notes. The offering comprises four series with maturities ranging from 2030 to 2056 and varying interest rates. Walmart plans to use…
• Loyalty and Membership BenefitsImportance 31 · Surprise 42
  Walmart and Sam’s Club introduced a joint Walmart+ and Sam’s Club Plus membership priced at $120 annually. The bundle saves members nearly $100 versus buying the memberships separately. Benefits include member-only…
• Drone Delivery ExpansionImportance 31 · Surprise 42
  Walmart and Wing launched drone delivery from seven Walmart Supercenters in the Charlotte, North Carolina, area on October 20, with two additional stores expected shortly. Customers can order groceries, household…
• Embedded Finance PartnershipImportance 31 · Surprise 42
  TreviPay made Pay By Invoice generally available to eligible Walmart Business customers following an initial pilot. The offering provides net-30-day payment terms and a dedicated business line of credit. It also adds…
• Membership / Enrollment TrendsImportance 31 · Surprise 42
  Walmart and Sam’s Club introduced a combined Walmart+ and Sam’s Club Plus membership priced at $120 annually. The bundle provides nearly $100 in savings versus purchasing the memberships separately and combines grocery…
• Payment Partnerships and IntegrationImportance 31 · Surprise 42
  TreviPay expanded Pay By Invoice to general availability for eligible Walmart Business customers following an initial pilot. The program offers net-30 payment terms, a dedicated business line of credit and detailed…
• Walmart+ Member Benefits ExpansionImportance 31 · Surprise 42
  Walmart and Sam’s Club introduced a combined Walmart+ and Sam’s Club Plus membership priced at $120 annually. The bundle is reported to save members approximately $100 compared with purchasing the memberships…
• Drone Delivery PartnershipImportance 31 · Surprise 42
  Walmart launched drone delivery with Wing at several Charlotte-area stores on October 20, 2026. The service expanded to seven Walmart Supercenters around Charlotte, with two additional stores expected within a week,…
• Exclusive Product LaunchImportance 25 · Surprise 42
  PMI launched Fast & Furious NOS Capsule Collectibles exclusively at Walmart in connection with the franchise’s 25th anniversary. The collection includes 12 character-and-car combinations, scene-building accessories and…

News · 2026-10-20

• Supply Chain and InventoryImportance 40 · Surprise 56
  Walmart’s inventory and accounts payable absorbed approximately $1.0 billion in the first half of fiscal 2027, compared with $0.6 billion a year earlier. The roughly 67% year-over-year increase suggests a larger…
• Membership / Enrollment TrendsImportance 31 · Surprise 42
  Walmart introduced a combined Walmart+ and Sam’s Club Plus membership priced at $120 annually, nearly $100 below the cost of purchasing both memberships separately. Benefits include free delivery from Walmart and Sam’s…
• Flipkart Quick-Commerce ExpansionImportance 31 · Surprise 42
  Walmart-owned Flipkart is preparing to enter India’s food-delivery market, challenging incumbents Zomato and Swiggy. The Bengaluru-based company has expanded internal testing from a few hundred employees to more than…
• AI-Powered Shopping ExperienceImportance 31 · Surprise 42
  Walmart is positioning itself for increased use of agentic shopping through integrations with multiple AI ecosystems. Its initiatives include the proprietary Sparky shopping assistant and partnerships with external…
• Loyalty and Membership BenefitsImportance 31 · Surprise 42
  Walmart launched a combined Walmart+ and Sam’s Club Plus membership in the United States for $120 annually, nearly $100 below the reported separate membership cost. Benefits include free delivery from both businesses,…
• AI-Powered Shopping CompetitionImportance 31 · Surprise 42
  Walmart is pursuing agentic commerce through integrations with multiple AI ecosystems and partnerships including Meta’s Muse. The company is also developing its own shopping assistant, Sparky, as it seeks to capture…
• Marketplace Fulfillment ExpansionImportance 17 · Surprise 24
  Spreetail, a big-and-bulky e-commerce marketplace accelerator, fulfills orders for Walmart and other retail platforms through a network of 13 global fulfillment centers. It reported a 97% in-stock rate and a 99.8%…