Walmart reported revenue of $187.94 billion, slightly below the $188.79 billion consensus, with U.S. comps at 2.6% and international sales up 7.9%. A 750 basis point operating income boost from tariff refunds was largely reinvested in 11,000 price rollbacks, offsetting a 125 basis point pharmacy drag, yet management still raised full-year sales and operating income guidance. High-margin areas showed strength with global e-commerce up 23%, marketplace +52%, advertising +38%, and fast delivery +48%, though the stock fell 9.3% on concerns over sustained price pressure and flywheel durability.

Company: Walmart Inc. (WMT) — Q2 FY2027

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