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TL;DR: Tariff volatility and heightened investment asks create challenges, but Walmart’s unique ability to grow faster than the market positions well-prepared brands to capture meaningful share. Log in to access the full Walmart U.S. Forecast Brief linked at the bottom Our Walmart U.S. Forecast Brief is designed to give you a clear, actionable view of […]
TL;DR: Walmart posted another strong quarter with growth across business units and categories, including nearly 90% of Walmart U.S. dollar growth coming from eCommerce. Despite tariff cost pressure, the retailer is raising guidance and extending its competitive lead through value pricing and omnichannel offerings, including faster delivery. 7 minute read Walmart delivered another strong quarter […]
TL;DR: Retail sales grew +3.9% Y/Y in 2Q25, fueled by digital channel sales growth of +5.3% Y/Y and brick & mortar (B&M) sales growth of +3.6% Y/Y. Both physical and digital channels decelerated compared to growth rates in 1Q24, although year-to-date performance of +4.2% Y/Y has trended ahead of downbeat expectations following the announcement of […]
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This is a gated article just for members Join the Stratably community Access independent research on the omnichannel market Enterprise membership unlocks: Bite-sized market updates Deep dive analyses Industry benchmarks Retailer forecasts Invites to live events And More! Enterprise Membership unlocks our full insights that you and your team can use to drive alignment across […]
This is a gated article just for members Join the Stratably community Access independent research on the omnichannel market Enterprise membership unlocks: Bite-sized market updates Deep dive analyses Industry benchmarks Retailer forecasts Invites to live events And More! Enterprise Membership unlocks our full insights that you and your team can use to drive alignment across […]