• Walmart’s Q1 2027 earnings call featured CEO John Furner, CFO John David Rainey, International CEO Chris Nicholas, Chief Growth Officer Seth Dallaire, Walmart U.S. CEO David Guggina, Sam’s Club CEO Latriece Watkins, and investor relations head Stephanie Wissink.
• Constant-currency sales rose nearly 6% versus guidance, with enterprise eCommerce up 26%; adjusted operating income rose about 5% despite a USD 175 million fuel-cost hit, and management reiterated full-year constant-currency sales growth of 3.5%-4.5% and operating income growth of 6%-8%.
• Q2 guidance called for constant-currency operating income growth of 7%-10% and EPS of USD 0.72-0.74, with management warning that sustained elevated fuel costs could lift retail price inflation in Q2 and the second half.
• U.S. execution focused on price investment, with about 7,200 rollbacks in place; transaction growth was the strongest in six quarters, delivery grew 45% in Walmart U.S., and management said it can reach about 60% of the U.S. population in 30 minutes or less.
• Higher-margin “commerce solutions” scaled further, with advertising up 37% globally and membership fee revenue up over 17%; management said advertising, membership, and marketplace together now represent about one-third of operating income, supported by U.S. marketplace net sales growth of nearly 50% and WFS same-day or next-day units up nearly 150%.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Walmart Inc. published the original content used to generate this news brief on May 21, 2026, and is solely responsible for the information contained therein.