WMT · 10-Q · 2026Q2 · Full report

Digital Channel and Delivery Growth

Walmart Inc. · 2026-05-29 · Importance 61 · Surprise 66 · In source text

eCommerce net sales grew $8.5 billion or 26%, primarily driven by store-fulfilled and club-fulfilled delivery, and materially contributed to the Company's revenue growth. Walmart U.S. eCommerce sales positively contributed approximately 5.2% to comparable sales and Sam's Club U.S. eCommerce sales contributed approximately 3.1%, reflecting strong customer and Walmart+ / member engagement. Store-fulfilled delivery is called out as the primary driver of omnichannel growth, and international eCommerce also contributed meaningfully to segment performance. This growth is tied to strength in grocery and general merchandise across segments and complements Walmart's omnichannel strategy.

Key facts

Impact estimates

metricdirectionstageexpectedbasis
revenuepositiverealizedWalmart U.S. eCommerce sales positively contributed approximately 5.2% to comparable sales for the three months ended April 30, 2026.