"Consolidated revenue growth -- Up 4.9% in constant currency, driven by 24% eCommerce growth. Adjusted operating income -- Rose 10.5% in constant currency, outpacing sales growth. Segment profitability -- All three operating segments achieved profit growth faster than sales. Walmart U.S. comparable sales -- Increased 4.6%, with fashion cited as a key contributor. eCommerce performance -- U.S. eCommerce sales grew 27%, with 35% of store-fulfilled orders delivered in under three hours."
"Inventory management -- Inventory rose 2.6%, approximately half the sales growth rate, supporting working capital efficiency. Advertising growth -- Global advertising income expanded 37%, with Walmart Connect in the U.S. up 41%. Membership income -- Grew over 15% globally; Sam's Club China increased more than 35%, U.S. Walmart+ advanced at a double-digit rate. Business mix impact -- Advertising and membership income together represented nearly one third of operating profit."
"Supply chain automation -- About 60% of U.S. stores receive freight from automated distribution; 50% of U.S. eCommerce center volume is automated. Gross margin outlook -- Management guided for further gross profit improvement and SG&A leverage from mix and productivity initiatives. AgenTek Commerce and Sparky -- Customers engaging with Sparky posted 35% higher average order values; half of app users in the U.S. used the"
Consolidated revenue increased 4.9% in constant currency, propelled by 24% growth in eCommerce and 27% growth in U.S. eCommerce. Adjusted operating income rose 10.5% in constant currency, outpacing sales, and all three operating segments grew profits faster than sales. Walmart U.S. comparable sales rose 4.6%, with fashion as a notable contributor. China eCommerce grew 28% and surpassed 50% of local sales mix while Flipkart achieved sub‑15‑minute deliveries in over 30 Indian cities. Inventory grew 2.6%, supporting working capital efficiency. Advertising expanded 37% and membership grew over 15%, together representing nearly one third of operating profit. Automation is scaling across distribution and eCommerce centers, and management guided for further gross profit improvement and SG&A leverage.
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