• Reported GAAP EPS of $0.67 up 19.64% YoY • Reported revenue of $177.75B up 7.33% YoY • Walmart issues Q2 FY27 guidance with net sales expected to grow 4% to 5% and adjusted operating income to grow 7% to 10%, both in constant currency. Adjusted EPS is expected to be $0.72 to $0.74.
Bullish
Walmart delivered strong revenue growth driven by 26% global eCommerce sales and robust advertising. The company also saw increased operating income and membership fee revenue.
Bearish
Walmart faced increased inventory due to demand and fuel, which also negatively impacted operating income. The company's operating and free cash flow both decreased significantly.