2026년 2월 20일 · Unknown · financial · 출처 Yahoo Finance
STORY: Walmart's new CEO John Furner kicked off his tenure with a forecast for the coming year that fell short of analysts' expectations.The retail giant, which reported quarterly earnings on Thursday, said it expects net sales to grow 3.5% to 4.5% this year, below analysts estimates of roughly 5%, according to data compiled by LSEG.Walmart is increasingly banking on its e-commerce business to drive growth in a diverging U.S. consumer environment.Households earning more than $100,000 have been shopping more on Walmart's e-commerce platforms, helping to boost the retailer's market share gains over the past two years.But in a post-earnings call, Furner noted that households earning below $50,000 are still feeling "stretched." Online sales in the U.S. rose by 27% last quarter, the company's 15th straight quarterly double-digit increase. U.S. same-store sales for the quarter rose 4.6%, beating estimates.Walmart has stayed largely unscathed from the impact of tariffs, given the retail giant's dominance in groceries and its ability to secure the lowest prices from suppliers, making it a popular choice for value-conscious shoppers.The company now faces the task of scaling higher‑margin revenue streams such as advertising, while maintaining store performance and margins.Walmart's shares, which crossed $1 trillion in value earlier this month, reversed course from premarket losses to rise more than 2% in Thursday morning trading.
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