Walmart U.S. Same-Store Sales Growth Hits Six-Year Low
Walmart's U.S. same-store sales growth slowed to 2.6%, while the company used tariff-refund funds to temporarily cut prices on about 11,000 products.
What are the key facts?
- 1U.S. same-store sales grew 2.6%
- 2Lowest growth in six years
- 3Lower-income consumer spending under pressure
- 4Temporary price cuts on about 11,000 products
What happened?
Walmart's reported results showed that its U.S. same-store sales increased 2.6% year over year, the slowest growth rate in six years. The report said macroeconomic pressure is affecting consumer spending, with lower-income consumers facing more significant constraints on purchasing power and willingness to spend. Company management therefore remains cautious about future consumer performance.\n\nOn pricing, Walmart decided to use funds related to tariff refunds to provide temporary price support for selected products. The adjustment covers about 11,000 products and focuses on lowering prices to address pressure on consumer budgets. The report also noted that inflation and fluctuations in oil prices continue to affect the daily spending decisions of ordinary U.S. households.
What does this mean for cross-border sellers?
Walmart shoppers are becoming more price-sensitive, creating more direct low-price competition for cross-border sellers on the platform. Focusing only on sales volume without recalculating net gross margin can amplify losses during promotions. Highest-priority action: Recalculate the actual margin for core products this week after procurement, fulfillment, commissions, and promotions.