THE WHAT? Walmart reported strong first quarter FY27 earnings, with beauty emerging as a key growth category alongside gains in ecommerce, advertising and membership services.
THE DETAILS Walmart posted revenue of US$177.8 billion for the quarter, up 7.3% year-on-year, while global ecommerce sales grew 26%. Walmart U.S. comparable sales excluding fuel rose 4.1%, supported by increased traffic, stronger digital engagement and growth in higher-income shoppers. Beauty was highlighted as one of the retailer’s stronger-performing general merchandise categories, alongside fashion. The company’s advertising business grew more than 30%, marketplace sales in the U.S. increased nearly 50%, and membership revenue continued to rise across Walmart+ and Sam’s Club. Walmart also expanded its delivery infrastructure, with more than 36% of store-fulfilled orders delivered in under three hours during the quarter.
THE WHY? The results underline the resilience of beauty within mass retail while demonstrating how Walmart is leveraging ecommerce, retail media and omnichannel fulfilment to strengthen growth and customer engagement.
Source: Walmart
