Findings3

• Walmart’s quarterly comparable-store sales slowed to six‑year low

  Walmart reported Q2 comparable-store (same‑store) sales growth of 2.6%, missing a 3.8% consensus and described fuel costs and persistent inflation as factors weighing on U.S. discretionary spending — a signal cited as meaningful for consumer demand trends.

  via TabTab1d ago·Source

  UsefulAdd the first comment

• Walmart to expand delivery offerings via partnership with Papa John’s

  Walmart is partnering with Papa John’s to allow customers in select U.S. markets to order Papa John’s items through Walmart’s app and website, using Walmart’s delivery network; the service is expected to launch this fall and then expand nationwide to participating locations.

  via TabTab1d ago·Source

  UsefulAdd the first comment

• Goldman Sachs highlights Walmart Connect advertising as a high‑margin earnings driver

  Goldman Sachs noted after a management discussion that Walmart’s ad business, Walmart Connect, is growing at ~40% year‑over‑year and carrying high (~70%) margins, making advertising a meaningful contributor to operating income beyond merchandise sales.

  via TabTab1d ago·Source

  UsefulAdd the first comment