Walmart Releases Second-Quarter Fiscal 2027 Results
Walmart's earnings report showed that Walmart Connect advertising grew by about 38%, global membership-fee revenue posted double-digit growth, and Walmart.com was opened to international buyers.
What are the key facts?
- 1Advertising business grew 38%
- 2Global membership-fee revenue posted double-digit growth
- 3Walmart.com opened to international buyers
What happened?
Walmart released its second-quarter fiscal 2027 earnings report on August 20, 2026. The company disclosed that Walmart Connect advertising grew approximately 38% year over year, while global membership-fee revenue posted double-digit growth. The earnings report identified the performance of the advertising and membership businesses as important components of the platform ecosystem's development and described arrangements for opening Walmart.com to international consumers.\n\nWalmart is also advancing plans to allow international buyers to access Walmart.com, enabling the U.S. online marketplace to serve more consumers from overseas. The company's disclosed arrangements include product purchases and international delivery channels for international buyers. The plan covers the Walmart.com platform and the overseas reach of third-party seller products; specific applicable markets, product categories and delivery conditions are subject to information published by Walmart.
What does this mean for cross-border sellers?
Walmart's expanded international-buyer access means more cross-border exposure for third-party sellers, but increased traffic will not automatically produce conversions; advertising and fulfillment capabilities will still differentiate sellers. A common mistake is uploading products without checking international delivery and compliance requirements. Highest-priority action: review international sellable markets, inventory and delivery settings for store products this week, then select a small number of high-margin products to test exposure.