Keep pulling the thread on Walmart US.
In Q2 FY2026, Walmart's total sales grew by 5.6% in constant currency.
Walmart's global e-commerce sales grew by 25% in Q2 FY2026.
Walmart's global advertising business grew by 46% in Q2 FY2026, including contributions from Vizio.
In Q2 FY2026, Walmart's adjusted operating income growth was negatively impacted by a 560 basis point headwind from expenses related to general liability claims in the U.S.
Walmart has hired Daniel Denker, formerly of Instacart and Uber, to lead AI acceleration, product management, design, and tech prioritization.
Walmart is developing four "super agents" using AI, including a customer-facing assistant named Sparky, an agent for associates, one for suppliers, and a developer agent.
Walmart is raising its full-year sales guidance for FY2026.
Walmart is raising its full-year EPS guidance for FY2026 to reflect lower-than-expected currency headwinds.
Walmart accrued an additional $450 million for general liability and workers' compensation claims in Q2 FY2026.
Walmart's full-year operating income guidance for FY2026 absorbs $730 million of incremental expense from claims in Q1 and Q2.
Walmart is raising its full-year FY2026 sales growth guidance by 75 basis points to a range of 3.75% to 4.75% in constant currency.
Walmart's annual guidance for adjusted operating income growth remains unchanged at 3.5% to 5.5% on a constant currency basis for FY2026.