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Jan 31, 2025
Walmart Q4 2025 Earnings Report
Walmart reported revenue growth and strong operating income for Q4 2025.
Key Takeaways
Walmart saw a 4.10% increase in revenue, reaching $180.60 billion. Operating income grew at a faster pace of 8.33%, supported by improved gross margins and a strong advertising business. eCommerce sales grew 16%, while global advertising revenue surged 29%.
Revenue grew 4.10% YoY, reaching $180.60 billion.
Operating income increased 8.33%, driven by higher gross margins.
eCommerce sales surged 16%, with strong pickup and marketplace growth.
Global advertising revenue grew 29%, with Walmart Connect U.S. up 24%.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Walmart expects continued growth in revenue and operating income, supported by eCommerce, advertising, and supply chain efficiencies. The company provided Q1 and FY26 guidance.
Positive Outlook
- Projected revenue growth driven by strong omnichannel strategy.
- Continued expansion in global advertising revenue.
- Operational efficiencies expected to improve margins.
- eCommerce momentum remains strong with growing digital sales.
- Higher dividend payout reflecting confidence in future performance.
Challenges Ahead
- Macroeconomic headwinds could impact consumer spending.
- Foreign exchange fluctuations may affect international revenue.
- Rising labor and logistics costs could pressure margins.
- Competition in the retail sector remains intense.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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