Walmart’s fiscal Q2 2027 revenue rose 5.9% to $187.9 billion year over year. Global e-commerce grew 23%, advertising revenue climbed 38% and membership-fee revenue increased 17%; U.S. comparable sales excluding fuel rose 2.6%, the slowest quarterly growth in six years.
U.S. e-commerce sales rose 24% and U.S. fast delivery grew 48%. Analysts cited e-commerce, digital advertising and membership fees as longer-term growth drivers, while weaker consumer confidence and higher fuel, healthcare and liability costs could make further price increases harder to justify.
The article describes Walmart’s restaurant-delivery partnerships, including Papa John’s, as an untested, low-margin and operationally complex strategy, though higher order volumes could improve delivery efficiency. It says about 90% of Americans live within 10 miles of a Walmart store. The stock is described as trading at a premium to the broader market. Insider Monkey reports 111 hedge funds held Walmart at the end of Q2 2026, up from 99 in Q1, while short interest was 1.08%.
