Walmart Stock Price, News & Analysis

Walmart (WMT) is revolutionizing healthcare shopping with new digital innovations for Medicare Advantage customers. The company has introduced online badging for benefits-eligible products on Walmart.com and its app, allowing customers to easily identify and purchase items using their supplemental benefits. The system includes real-time benefits tracking and convenient checkout options for same-day pickup or delivery.

Additionally, Walmart is launching Everyday Health Signals, an AI-powered platform that helps customers make healthier choices. Initially partnering with NationsBenefits, the platform analyzes customers' shopping history to provide personalized nutrition guidance and shopping recommendations. This initiative addresses a significant market opportunity, as approximately two-thirds of Medicare Advantage members never use their OTC benefits, resulting in billions in forfeited benefits annually.

Walmart (WMT) reported strong Q1 FY26 results with revenue reaching $165.6 billion, up 2.5% (4.0% in constant currency), despite a ~100 bps headwind from lapping leap day. The company's global eCommerce sales surged 22%, driven by store-fulfilled pickup & delivery and marketplace performance. Notable highlights include a 50% growth in global advertising business (including VIZIO) and Walmart Connect's 31% growth in the U.S.

The company demonstrated improved profitability with operating income increasing by 4.3% ($0.3 billion), while adjusted operating income grew 3.0% in constant currency. Membership income rose 14.8%, contributing to a 3.7% increase in membership and other income. The company reported adjusted EPS of $0.61, excluding a $0.05 net loss on equity investments. Walmart's ROA stood at 7.5%, while ROI improved by 30 bps to 15.3%.

Walmart is presenting the North American premiere of Gabby's Dollhouse Live!, a new stage production based on DreamWorks Animation's popular preschool series. The tour will launch on September 19, 2025, in Long Beach, CA, and cover over 75 cities across North America. The show features an original story where Gabby and her cat friends must restore a broken rainbow to help a special acorn grow.

The production includes unique puppets, dynamic staging, and popular songs from the series. Pre-sale tickets and VIP packages will be available from May 15, with general public sales starting May 16. The tour will visit major venues including the Grand Ole Opry in Nashville, Fox Theatre in Detroit, and The Chicago Theatre. This live adaptation coincides with the release of Gabby's Dollhouse: The Movie in theaters on September 26, 2025.

Walmart and Best Friends Animal Society are joining forces during National Pet Month in May 2025 to promote pet adoption and affordable pet care. The initiative comes as pet ownership has grown 15% compared to 2023, while 61% of pet owners report higher-than-expected costs.

The partnership includes a significant donation program where Blue Buffalo will contribute up to $550,000 to Best Friends for select pet food purchases at Walmart. The funds will support adoption fee coverage at Best Friends locations nationwide. On May 17, select Walmart stores will host adoption events with waived fees and pet product giveaways.

Throughout May, Walmart will offer deals and rollbacks on pet essentials from brands like Fresh Step, Purina Pro Plan, and Blue Buffalo. The retailer is expanding its pet product lineup with the Beautiful by Drew Pets collection and relaunching its Ol' Roy brand with new veterinary formulations. Customers can shop through multiple channels including in-store, online, and via the Walmart app with pickup and delivery options.

Walmart (NYSE: WMT) has released its 2025 Annual Report and Proxy Statement, showcasing strong financial performance with a 5.1% revenue increase to $681 billion and 8.6% growth in operating income. The company reported 20.8% global eCommerce growth and announced a 13% increase in annual dividend to $0.94 per share, marking its 52nd consecutive year of dividend increases.

The report highlights Walmart's commitment to employee welfare, with over half of U.S. store managers earning bonuses of $100,000+, and 1.1 million employees participating in 401k plans. The company emphasizes its evolution as a people-led, tech-powered organization.

In leadership changes, Tom Horton will step down as Lead Independent Director while remaining on various committees, with Randall Stephenson proposed as his successor effective June 5, 2025. The virtual Annual Shareholders' Meeting will address votes on 12 director nominees and various company and shareholder proposals.