Walmart Raises Full-Year Outlook as E-commerce Growth Offsets Some Headwinds
Walmart raised its full-year net sales growth forecast. Global e-commerce grew 23%, while its international advertising business performed strongly.
What are the key facts?
- 1Full-year net sales growth forecast of 4% to 5%
- 2Global e-commerce growth of 23%
- 3Strong international advertising performance
What happened?
Walmart raised its full-year outlook in its latest earnings disclosure, forecasting full-year net sales growth of 4% to 5%. The company also said that some businesses were affected by changes in the consumer environment and the timing of promotional events, while the timing of Flipkart-related matters weighed on performance.
The report showed that Walmart’s global e-commerce business continued to grow, with sales increasing 23% year over year. E-commerce continued to support the company’s overall sales performance, and the growth figure was included in Walmart’s full-year operating outlook.
Walmart also reported strong performance in its international advertising business, with digital advertising and other businesses continuing to generate revenue. The company’s full-year guidance included its net sales growth forecast, e-commerce growth, and advertising performance, which together formed the main elements of the outlook adjustment.
What does this mean for cross-border sellers?
Walmart’s e-commerce growth and advertising business are both strengthening, indicating that platform traffic and onsite monetization are accelerating. Sellers are competing on more than organic exposure. A common mistake is tracking only sales without calculating the actual profit generated by advertising, which can cause losses as bidding intensifies. Top priority this week: separate organic and advertising-driven orders by product, then review post-ad gross margins and inventory turnover.