How did Walmart's Q2 2025 performance compare to expectations?

Walmart's Q2 2025 performance exceeded expectations, with US same-store sales growing 4.6% and Sam's Club seeing 5.9% growth, both beating Wall Street forecasts.

What steps is Walmart taking to address tariff-related challenges?

Walmart has raised prices in response to tariffs, and the company's CEO, Doug McMillon, has said the "reset of costs" will continue throughout the year. Walmart is also focused on digital innovations and connecting with customers to drive its business momentum.

What is Walmart's outlook for fiscal 2026?

Walmart has raised its fiscal 2026 net sales growth outlook to between 3.75%-4.75%, up from a prior range of 3%-4%, indicating the company's confidence in its ability to navigate the tariff-related uncertainty.

Home / Business and Economy / Walmart Defies Tariff Woes, Delivers Robust Q2 Performance

Walmart Defies Tariff Woes, Delivers Robust Q2 Performance

20 Aug

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Summary

Walmart's Q2 US same-store sales grew 4.6%, exceeding expectations
Sam's Club saw 5.9% growth, also beating forecasts
Walmart raises fiscal 2026 sales outlook despite tariff pressures

Walmart Defies Tariff Woes, Delivers Robust Q2 Performance

In the second quarter of 2025, Walmart (WMT) has delivered another robust performance, defying the ongoing tariff-related uncertainty that has pushed consumers to scrutinize their household budgets more carefully.

The big-box retailer's low-price strategy has continued to draw in customers, with its US same-store sales growing 4.6% - more than the 4.2% Wall Street had predicted. Walmart's wholesale subscription business, Sam's Club, also saw impressive growth of 5.9%, exceeding the Street's forecast of a 5.3% increase.

Revenue for the quarter came in at $177.40 billion, surpassing the $176.05 billion that Wall Street had expected. Adjusted earnings, however, were slightly below expectations at $0.68 per share, compared to the $0.74 that analysts had predicted.

Despite the ongoing tariff challenges, Walmart has now raised its fiscal 2026 net sales growth outlook to between 3.75%-4.75%, up from a prior range of 3%-4%. The company's CEO, Doug McMillon, attributed this top-line momentum to the company's innovative approach and its ability to connect with customers through digital experiences, which are being further enhanced by the deployment of AI.

Walmart's strong performance was driven by notable strength in its grocery and health & wellness categories, as well as robust growth in its online marketplace, particularly in electronics, automotive, toys, and media & gaming.

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