WMT · 10-Q · 2026Q3 · Full report

Market Demand Trends

Walmart Inc. · 2026-08-28 · Importance 49 · Surprise 32

Walmart’s total revenues increased 6.6% year over year to $365.7 billion for the six months ended July 31, 2026, primarily driven by positive comparable sales in U.S. segments and international markets and transaction growth. Walmart U.S. comparable sales increased 3.8% for the six-month period, supported by grocery and general merchandise, while health and wellness declined primarily because of maximum fair price regulation affecting certain prescription drugs. Sam’s Club U.S. comparable sales increased 7.3%, with transaction and unit-volume growth led by grocery and general merchandise, while fuel contributed 3.2 percentage points.

Key facts

• Sam's Club U.S. higher fuel sales positively impacted comparable sales by 4.2% and 3.2% for the three and six months ended July 31, 2026, respectively. source