Recent share price trend of Walmart
Recent share price trend of Walmart

(Seoul=Yonhap Infomax) Jang Won Lee = Walmart Inc. (NYSE: WMT), the largest retail company in the United States, is scheduled to announce its results for the third quarter of fiscal 2026 (August–November) before the New York market opens on the 20th (local time).


Walmart’s earnings are closely watched by financial markets as a key barometer of US consumer financial health.


According to consensus estimates compiled by financial data provider Visible Alpha, Walmart’s third-quarter revenue is expected to reach $177.5 billion, up approximately 4.7% from a year earlier.


Diluted earnings per share (EPS) are projected at $0.60, up from $0.58 in the same period last year.


In the previous quarter, Walmart reported a 5% increase in revenue and a 2% rise in EPS.


Same-store sales in the US for the third quarter are forecast to grow by about 3.9%.


Analysts note that Walmart is currently experiencing one of its most successful periods, driven by rapid growth in e-commerce and delivery services, which are attracting higher-income customers.


The company is also accelerating its digital transformation, including strengthening its shopping services through collaboration with OpenAI.


At the same time, Walmart continues to expand its market share by offering value-focused products to middle- and low-income consumers.


While competitors face stagnation, Walmart’s market share has increased, with its share price hitting an all-time high of $109.58 on October 17.


Key areas of focus for this earnings release include:

  • Whether same-store sales growth remains robust
  • How margins are being maintained amid aggressive pricing strategies
  • Growth in advertising revenue from Walmart Connect, the company’s targeted ad solution
  • The impact of tariff policies under the Donald Trump administration and Walmart’s future response

Meanwhile, Walmart is undergoing a leadership transition. Longtime CEO Doug McMillon will step down at the end of the fiscal year in late January next year, with John Furner, currently CEO of Walmart US, set to succeed him.


Furner, who began as a store associate in 1993 and has held roles including head of Walmart China and CEO of Sam’s Club, is regarded as well-suited to lead the company’s AI-driven digital transformation.


jang73@yna.co.kr


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