AI digestGenerated by Niceggie AI
Walmart's U.S. third-party marketplace sales rose 52% in the second quarter of fiscal 2027. Nearly half of U.S. orders were fulfilled through WFS, while the platform continued expanding into Mexico and Canada.
Key decision points
- 1Second-quarter marketplace sales up 52%
- 2Nearly half of U.S. orders fulfilled through WFS
- 3Business expanding into Mexico and Canada
What this means for sellers
Walmart's third-party marketplace continues to expand, with home and hardlines categories showing rapid growth as the platform strengthens its fulfillment capabilities. A common mistake is to treat Walmart only as a supplementary channel to Amazon without preparing product structures suited to the platform's rules and local fulfillment. Highest-priority action: screen core products suitable for Walmart this week and calculate the cost and inventory requirements of using its fulfillment service.
Action items (within 24h)
In reporting on Walmart's second quarter of fiscal 2027 results, the company disclosed that U.S. third-party e-commerce marketplace sales increased 52% year over year. During the same period, sales of hardlines and home products grew by more than 40%. The data reflects the growth of the third-party marketplace within Walmart's e-commerce business.
On fulfillment, nearly half of Walmart's U.S. orders were completed through Walmart Fulfillment Services. The service covers fulfillment operations including product warehousing and delivery. The report also said Walmart is extending its U.S. e-commerce and fulfillment business model to Mexico and Canada, while continuing to develop its third-party seller business and related infrastructure.