The Federal Trade Commission reached a $100 million settlement with Walmart alleging Walmart misled Spark delivery drivers about earnings; the deal requires clearer pay disclosures and ongoing compliance monitoring to prevent future deceptive practices.
Investigators say the man suspected in Nancy Guthrie’s disappearance had been at her home before Feb. 1, with Nest doorbell footage showing him at the front door earlier than the night of the alleged abduction. The FBI has released images of the suspect with a backpack and is reviewing Walmart surveillance tied to a black Ozark Trail pack. DNA found on a glove near Guthrie’s home did not yield a CODIS match, and while no suspect has been named, authorities have not ruled out an accomplice and Guthrie’s family has been cleared.
Walmart posted a 5.6% Q4 revenue gain to $190.7B and 10.8% higher operating income, with full-year net sales up about 4.7% to $706.4B and revenue to $713.2B; global e-commerce grew 24%, led by store-based fulfillment and the Walmart Marketplace; U.S. sales rose 4.6% with flat comps. Management said most gains came from households earning over $100k, while lower-income wallets are stretched but still seek convenience; CEO John Furner highlighted Sparky, Walmart’s AI assistant, which correlates to roughly a 35% higher average order value for its users. The company issued a conservative FY27 outlook of 3.5-4.5% net sales growth and 6-8% operating income growth.
Walmart’s stock of the M1 MacBook Air in the U.S. is out, even as rumors mount that Apple will launch a new, cheaper MacBook below the Air. The upcoming model is rumored to use an iPhone 16 Pro-era A18 Pro chip and target a budget segment, with specs likely including 8GB RAM and USB-C (no Thunderbolt). Apple had discontinued the M1 Air in 2024 in favor of newer M-series models, but past pricing shows $549–$699 ranges before stockouts. The move signals a potential revival of the MacBook line and a March reveal window, according to leakers and reports.
Amazon has surpassed Walmart in annual revenue with about $716.9B vs. $713.2B, driven by AWS, advertising and third‑party services, while Walmart bets on AI-powered shopping tools and partnerships to grow its digital marketplace; both retailers are ramping up AI investments to reshape retail.
Walmart says it expects to maintain its sales-growth momentum with new CEO John Furner despite a fragile economy, as higher-income shoppers sustain spending and e-commerce stays strong. The retailer posted 5.6% growth to $190.7 billion last quarter and plans ongoing AI initiatives and store reinvestments, while offering a conservative profit outlook amid inflation, inflation and a volatile labor market.
U.S. stock futures edged higher ahead of Thursday’s session after the major averages closed up on Wednesday, with Nasdaq-100, S&P 500, and Dow futures rising about 0.26%, 0.18%, and 0.09% as traders await Walmart’s earnings. Investors are also weighing Fed minutes showing policy disagreement, geopolitical tensions that pushed oil higher on Iran talks, and upcoming data on jobless claims and pending home sales.
Walmart posted a solid Q4 with U.S. comps +4.6%, strong e-commerce and ad growth, and better international sales, with adjusted EPS of $0.74 on about $190.7B in revenue and healthy free cash flow, but guided FY27 earnings of $2.75–$2.85 per share (below consensus), prompting an early stock pullback.
Amazon has overtaken Walmart to claim No. 1 on the Fortune 500, ending Walmart’s 13-year run at the top. The shift reflects Amazon’s relentless reinvention—dominating e-commerce, powering profits through AWS, and pursuing bold AI investments—while Walmart has transformed into a tech-forward retailer with stronger online integration, advertising, and AI-enabled shopping. Despite Walmart’s roughly $713 billion in revenue and a market cap above $1 trillion, Amazon’s rapid growth and AWS profitability have propelled the shift, underscoring how the two giants increasingly compete across retail, cloud, and technology.
Amazon surpassed Walmart to become the world’s largest company by revenue in 2025, posting $717 billion in sales to Walmart’s $713 billion. Amazon credit’s growth in AWS, advertising, and Prime subscriptions for the lead, while Walmart remains strong in physical retail and recently hit a $1 trillion market value and shifted its listing to Nasdaq. US sales at Walmart rose about 4.6% last quarter as it leans into price competitiveness in a shifting retail landscape, and AWS remains a major profit engine helping offset retail-margin pressures.
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%.
U.S. stock futures hovered near flat after a winning session, with Dow, S&P 500, and Nasdaq higher on strength in tech, financials, and energy. Walmart’s Q4 results due, and traders weighed Fed minutes and a busy inflation data week. Geopolitics pushed oil higher amid Iran-talk tensions. After-hours movers included DoorDash, Figma, and Etsy as markets digest earnings and guidance.
Public health officials are investigating a potential measles exposure at a Powdersville Walmart amid South Carolina's ongoing Upstate outbreak, which has reached 962 cases. As of Tuesday, 127 people remain in quarantine and eight in isolation, with quarantine ending March 11. In response, the South Carolina Department of Health and Environmental Control will operate a Mobile Health Unit to offer free measles–mumps–rubella vaccinations on March 3 at Grace Community Church in Spartanburg. Vaccination remains the best defense, and updates are available on the Measles Dashboard.
TipRanks' Crowd Wisdom shows Walmart (WMT) investor sentiment turning negative ahead of its Q4 earnings: 2.7% of analyzed portfolios hold WMT, down 6.2% over the last 30 days with Very Negative sentiment; the stock has risen about 29% over the past year and 32% over six months, driven by AI initiatives and value pricing, but tariffs, consumer confidence, and a new CEO (John Furner) pose risks. TipRanks' Strong Buy consensus on WMT (27 Buy, 1 Hold) with a price target around $133.72 (up to $150) suggests upside despite the crowd’s caution.
Authorities probing the disappearance of Nancy Guthrie, mother of Savannah Guthrie, are pursuing a lead tied to a Walmart-exclusive 25-liter Ozark Trail backpack seen near her Tucson home, with Walmart being consulted to develop further leads. A glove found at the scene is being DNA-tested, the FBI has released surveillance of a masked man with a handgun holster outside Guthrie's door, and no suspect has been named as the search enters its third week, with Guthrie's health concerns noted.