WMT · 10-Q · 2026Q2 · Full report

Market Demand Trends

Walmart Inc. · 2026-05-29 · Importance 37 · Surprise 32

Comparable sales showed broad-based demand strength: Walmart U.S. comparable sales increased 4.3% driven by growth in transactions and average ticket, reflecting strength in grocery and general merchandise. Sam's Club U.S. comparable sales increased 5.9% with growth in transactions and unit volumes, also reflecting grocery and general merchandise strength, and higher fuel sales boosted Sam's Club comparable sales. Overall net sales and total revenues increased year‑over‑year, supported by transaction and ticket growth across U.S. segments and international markets. These trends indicate sustained consumer demand in core categories and effective execution of omnichannel offerings.