What is driving Walmart's stock price up by nearly 30% in 2025?

Walmart's stock surge is driven by steady sales growth, improving profitability, and successful execution in e-commerce, advertising, and membership programs.

How is Walmart's e-commerce business performing?

Walmart's U.S. e-commerce sales have grown over 20% for seven straight quarters and are now profitable.

Is Walmart's advertising business contributing to its success?

Yes, Walmart Connect, the company's ad business, has seen significant growth, exceeding 30% in the U.S. and contributing to operating profit.

Home / Business and Economy / Walmart Stock Soars: Value King Reinvents Itself

Walmart Stock Soars: Value King Reinvents Itself

20 Dec

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Summary

Walmart's stock surged nearly 30% year-to-date due to consistent sales growth and improved profitability.
E-commerce sales grew over 20% for seven consecutive quarters, now a profitable engine.
Walmart's advertising business saw over 30% U.S. growth, boosting operating income.

Walmart Stock Soars: Value King Reinvents Itself

Walmart's stock has experienced a remarkable nearly 30% surge year-to-date, driven by sustained growth in sales and enhanced profitability. This performance is a result of consistent execution across its core retail operations and newer ventures. The company reported significant revenue increases, with Q3 FY26 revenue reaching $179.5 billion, a 5.8% rise year-over-year.

Key to this momentum is the impressive performance of its e-commerce segment, which has seen over 20% growth for seven consecutive quarters and is now profitable in the U.S. Walmart's advertising business, Walmart Connect, also showed robust growth, with U.S. revenue up 31% in Q2 and 33% in Q3. Membership income, bolstered by Walmart+ sign-ups, is also contributing to recurring revenue.