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Source document· May 22, 2026

Walmart CFO Warns Higher Prices Could Hit Shelves In Coming Months

View original at finance.yahoo.com
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  • Sam's Club U.S. revenue increased 6.1% to $23.4 billion, helped by strength in grocery and general merchandise categories

    60% confidence
  • Adjusted earnings came in at 66 cents per share, matching analyst estimates

    60% confidence
  • Q2 FY2027 adjusted EPS forecast of $0.72–$0.74, below analyst expectations of $0.75

    60% confidence
  • Operating cash flow totaled $4.7 billion during the quarter, while free cash flow was negative $1.9 billion

    60% confidence
  • Gross margin expanded by 6 basis points, driven primarily by strength in the U.S. business

    60% confidence
  • Adjusted operating income rose 5.7% from a year earlier

    60% confidence
  • Q2 FY2027 revenue projected at $182.8 billion to $184.6 billion, trailing consensus estimates of $186.4 billion

    60% confidence
  • International sales rose 10.1% to $32.8 billion, supported by continued momentum in e-commerce and store traffic

    60% confidence
  • Walmart U.S. e-commerce sales climbed 26%, fueled by 45% increase in store-fulfilled delivery, 36% rise in advertising revenue, and roughly 50% growth in Marketplace sales — strongest performance in 10 quarters

    60% confidence
  • Q1 FY2027 revenue increased 7.3% year over year, or 5.9% in constant currency, to $177.8 billion, ahead of consensus estimates of $175.0 billion

    60% confidence
  • Sam's Club comparable sales increased 3.9%, excluding fuel

    60% confidence
  • Comparable sales increased 4.1% at Walmart U.S., excluding fuel

    60% confidence
  • FY2027 revenue guidance of $731.1 billion to $738.2 billion, below Wall Street forecast of $742.6 billion

    60% confidence
  • Walmart U.S. revenue growth faced a roughly 100-basis-point headwind tied to pharmacy pricing changes

    60% confidence
  • FY2027 full-year adjusted EPS guidance of $2.75–$2.85, below Wall Street forecast of $2.94

    60% confidence
  • Higher prices could hit shelves in coming months

    60% confidence
  • Global advertising revenue climbed 37% year over year, including a 36% increase in Walmart U.S. advertising sales; membership fee revenue rose 17.4% globally

    60% confidence

Data points we hold from this source

Walmart Inc. · international revenue32.8 USD
Walmart Inc. · operating cash flow4.7 USD
Walmart Inc. · free cash flow-1.9 USD
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AI Funding Surge: Capital Floods Fintech, Foundation Models, and Autonomous Systems
A concentrated burst of AI-linked funding on 2026-08-28 pushed well over $1.5B into companies spanning fraud/identity fintech (Socure, which also acquired Fravity), foundation models (Stability AI), AI agents and enterprise tooling (Instinct, Generalist AI, Emerald AI, Owner), and AI-adjacent autonomous/aerospace ventures (Gatik, Regent Craft). The breadth and simultaneity of these rounds signal that investor appetite for AI is not concentrated in a single vertical but is broadening into applied and infrastructure-adjacent domains, with consolidation (Socure-Fravity) beginning alongside fresh capital formation.
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ING Group
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