Walmart Shares Face Pressure as Growth Strategy Meets Reality

The world’s largest retailer is showing signs of strain as it navigates a complex transition. Walmart’s latest quarterly performance has disappointed markets, raising questions about the near-term viability of its ambitious technological transformation despite solid long-term strategic positioning.

For Q2 2026, Walmart reported earnings per share of $0.68, significantly below the $0.74 consensus estimate. Revenue reached $169.34 billion, representing 4.8% year-over-year growth but falling short of the $174.02 billion analysts had anticipated. The company’s cautious guidance for the current quarter, projecting EPS between $0.58 and $0.60, further underscores the challenging environment.

Strategic Initiatives Show Mixed Progress

Behind the disappointing numbers, Walmart continues to advance several strategic initiatives. The integration of Vizio, acquired in 2024 for $2.3 billion, remains on track with plans to... Read more...