Walmart’s 24% E-Commerce Sales Growth Drives Store Transformation
Walmart reported that U.S. e-commerce sales grew 24% year over year, with online sales accounting for more than 23% of total revenue as stores accelerate their transformation into omnichannel fulfillment nodes.
What are the key facts?
- 1U.S. e-commerce sales up 24%
- 2Online sales account for more than 23%
- 3Stores shifting to fulfillment
- 4August 20, 2026
What happened?
John David Rainey, Walmart’s chief financial officer, said during an earnings call that Walmart’s U.S. e-commerce business grew 24% year over year. Online sales now account for more than 23% of total revenue, and e-commerce continues to represent a larger part of the company’s overall operations. As online orders increase, the role of Walmart’s traditional stores is also changing. Stores are no longer used only for offline sales; they are also being used for product picking, order processing, and delivery coordination, gradually transforming into omnichannel fulfillment nodes. Walmart discussed its e-commerce growth and changes in store operations during the earnings call, with the relevant information released on August 20, 2026.
What does this mean for cross-border sellers?
As Walmart’s e-commerce scale expands, competition for platform sellers is shifting from simply listing products to coordinating inventory, delivery, and omnichannel fulfillment. Focusing only on low prices while neglecting stockout rates and delivery reliability may weaken search visibility and conversion performance. Highest-priority action: This week, check inventory synchronization, fulfillment times, and out-of-stock products in your Walmart store.