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Walmart says Marketplace growth topped 50% as stores power faster delivery
Walmart executives told investors at the Piper Sandler Growth Frontiers event that Marketplace sales have grown more than 50% year‑to‑date, driven by assortment, pricing tools, fulfillment (Walmart Fulfillment Services) and use of stores as fulfillment nodes. Management said roughly 50% of Marketplace sales flow through WFS and that same‑day or faster home deliveries now account for about 70% of deliveries, underlining e‑commerce unit profitability gains.
via TabTab15h agoSource
Walmart adds marketplace data and deeper AI to Scintilla insights platform
Walmart announced upgrades to Scintilla — its first‑party data and analytics platform for suppliers — including marketplace data integration, customizable dashboards, enhanced Marty AI assistant capabilities, custom alerts, and tighter links to replenishment and in‑store apps, with rollout planned next year for eligible suppliers and Sam’s Club suppliers in the U.S.
via TabTab1d agoSource
Walmart to sell co‑branded Medicare Advantage plans with Scan Health Plan
Walmart struck a partnership with nonprofit insurer Scan Health Plan to offer co‑branded Medicare Advantage plans in two states, to be sold during the upcoming annual enrollment period with coverage starting Jan. 1, 2027. The offering — including pharmacy, vision, food and OTC benefits — is pending regulatory approval and aims to leverage Walmart’s customer reach and data to reduce costs and drive loyalty.
via TabTab1d agoSource
Brokerage consensus remains "Moderate Buy" on Walmart
MarketBeat's consensus summary shows most covering analysts rate Walmart as a buy, with a current average 12‑month price target around $131.88. The note reiterates recent company results and management guidance but does not report new company filings.
via TabTab2d agoSource
Walmart shares fall after-hours on weak guidance; analyst raises price target
An after-hours report said Walmart's guidance for the upcoming quarter and adjusted EPS were below street expectations, prompting a modest after-hours share decline while at least one analyst raised their price target. The note highlights mixed investor reaction: weaker near-term revenue/earnings guidance but continued confidence from some sell‑side analysts.
via TabTab2d agoSource
Shares advanced after midday on buybacks and shareholder returns
A market‑reporting piece tied a roughly 2% intraday rally to ongoing share repurchases and capital‑return signals from Walmart management. The article cites repurchase totals and remaining authorization as buyer support.
via TabTab2d agoSource
Walmart’s quarterly comparable-store sales slowed to six‑year low
Walmart reported Q2 comparable-store (same‑store) sales growth of 2.6%, missing a 3.8% consensus and described fuel costs and persistent inflation as factors weighing on U.S. discretionary spending — a signal cited as meaningful for consumer demand trends.
via TabTab3d agoSource
Walmart to expand delivery offerings via partnership with Papa John’s
Walmart is partnering with Papa John’s to allow customers in select U.S. markets to order Papa John’s items through Walmart’s app and website, using Walmart’s delivery network; the service is expected to launch this fall and then expand nationwide to participating locations.
via TabTab3d agoSource
Goldman Sachs highlights Walmart Connect advertising as a high‑margin earnings driver
Goldman Sachs noted after a management discussion that Walmart’s ad business, Walmart Connect, is growing at ~40% year‑over‑year and carrying high (~70%) margins, making advertising a meaningful contributor to operating income beyond merchandise sales.
via TabTab3d agoSource