Walmart rides e-commerce and ads momentum to solid Q4, but full-year outlook misses Wall Street
Walmart posted a solid Q4 with adjusted earnings of 74 cents on $190.66B revenue, topping estimates as U.S. e-commerce rose 27% (global 24%) and ad-driven revenue via Walmart Connect grew, alongside a 50% jump in store-fulfilled deliveries. The company guided full-year net sales up 3.5-4.5% with adjusted EPS of $2.75-$2.85, below consensus of $2.96. Under new CEO John Furner, Walmart highlighted market-share gains across income groups and announced a $30B share repurchase as Amazon remains a key competitor; shares rose about 2%.













