WMT · 10-Q · 2026Q3 · Full report

E-commerce and Omnichannel Growth

Walmart Inc. · 2026-08-28 · Importance 53 · Surprise 48 · In source text

Consolidated eCommerce net sales grew 23% in the quarter and 24% for the first six months, primarily driven by store- and club-fulfilled delivery. Walmart U.S. eCommerce contributed approximately 4.9% and 5.1% to comparable sales for the quarter and six months, reflecting continued customer and Walmart+ engagement with omnichannel offerings. Sam’s Club U.S. eCommerce contributed approximately 3.1% to comparable sales in both periods, supported by member engagement with club-fulfilled delivery, while Walmart International reported eCommerce growth of $1.6 billion in the quarter and $3.6 billion year to date.

Key facts

Impact estimates

metricdirectionstageexpectedbasis
revenuepositiverealized+9.0%ECommerce net sales grew $8.2 billion (23%) and $16.7 billion (24%) for the three and six months ended July 31, 2026, respectively.
revenuepositiverealized+4.4%ECommerce net sales grew $8.2 billion (23%) and $16.7 billion (24%) for the three and six months ended July 31, 2026, respectively.