Walmart (WMT) Q4 2025 earnings


Wal Mart The shares decreased by approximately 6 % in trading in the afternoon on Thursday, when the large retail seller in the fund said that the growth growth will slow this fiscal year even as sales continue to climb.
Wall Mart said that the quarter revenue increased by about 4 %, and e -commerce sales increased by 20 % in the United States, as growth in Beck App is stores and home delivery and Feeds with shoppers with upper income Reinforced results. But his outlook on the disappointment of Wall Street.
In the coming fiscal year, the contestant said he expected net sales to grow by 3 % to 4 % and a modified operating income increases between 3.5 % to 5.5 % based on fixed currency. The company said this includes 150 basis points, or 1.5 percentage points, from the opposite wind from Get the smart TV company Vizio After a jump year in 2024. For the just fiscal year, Walmart published a rate of 9.7 % operating income based on a fixed currency.
The company also said it expects modified profits from $ 2.50 to $ 2.60 per share, including 5 percent opposite winds per share. This decreased from $ 2.76 per share Wall Street.
In an interview with CNBC, financial director John David Rene described consumer spending patterns as “fixed” and said, “There are no sharp changes we have seen.”
However, he admitted, “There is nothing but certainty in the geopolitical scene.”
About two -thirds of what Walmart sells is made, cultivated or assembled in the United States so far Definitions on imports from Mexico and Canada He said that Wall Mart “will not be completely fortified.”
“We have lived in an introductory environment over the past seven or eight, and we will do what we know how to do,” he said. “We will work with the suppliers. Sinmel is to our own brand. We will change the offer when necessary to try to take advantage of the low costs that we can then transfer to consumers.”
Renai said that since Wall Mart is not sure whether the customs duties will get a company next month, the company did not treat them in its guidance.
Here is what the great retailer in the fourth quarter has informed compared to Wall Street estimates, according to the survey of analysts by LSEG:
- Arrow’s profits: 66 cents expected for 64 cents
- profit: 180.55 billion dollars for 180.01 billion dollars expected
In the three -month period that ended to January 31, Walmart’s net income fell to $ 5.25 billion, or 65 cents per share, compared to $ 5.49 billion or 68 cents per share In the previous period. Revenue increased from 173.39 billion dollars In the previous quarter. The number of the amended profits per share of the company has excluded elements for one time, including the legal costs associated with Avions, gains and losses on shares and other investments.
Similar sales, a scale in the industry also known as store sales themselves, increased by 4.6 % for American Walmart and 6.8 % for the Sam’s Club, except for fuel.
Wall Mart e -commerce sales in the United States increased by 20 % compared to the time period. This represents the eleventh consecutive quarter of digital gains. World e -commerce sales increased 16 %.
In the Walmart Us sector, visits and purchase of the customer store increased, as the transactions increased by 2.8 % and the average tickets increased by 1.8 % on an annual basis.
Maintaining the tabs on the American consumer
Since Walmart is the best grocery in the country, investors often see it as a measure of consumer health. Investors tried to analyze either Retail sales in the United States is the most softening In January was a warning or warning sign. Wall Street also tries to understand the potential impact of politics decisions, such as definitions, on consumer spending.
Restaurant chains, including Restaurant brandsBurger King and Bobies said that sales improved in the fourth quarter, but they were Weak trends in January.
However, these restaurants and some retail experts blamed short -term factors, including winter storms, and consumers take a break after they explode during holidays and compete with damage and disruption from Los Angeles fires.
Rene chanted these feelings on the call with CNBC, saying that cold weather and forest fires hurt Wal -Mart sales. He said this is temporary, and does not indicate a change in the patterns of spending on consumers.
Nevertheless, the BigBox great retail seller has faced many questions from retail analysts in calling on Thursday’s profits about the reasons for their conservative expectations.
In the profit call, Rene said the expectations are consistent with the directives of Wall Mart over the past two years, when I expected the operating income growth from 4 % to 6 % annually. If the company removes the influence of the Vizio acquisition and the additional day of Leap Year, he says that expectations will be from 5 % to 7 %, which is an acceleration From the previous guidance ranges.
However, he said: “It is wise to have a somewhat future look.”
“We have to admit that we are in an uncertain time and do not want to get out of our crawles here,” he said. “There is a lot of year to play. Once again, we feel satisfied with our ability to move in the environment, whether it is a tariff or others [economic] suspicion.”
Wal Mart money makers
Walmart took a page from Amazon’s book, as it is chasing ways to earn money out of retail. They worked as the most recent money makers in the fourth quarter. Its advertising and third -party market are small compared to Amazon’s, but it has spread gains and margin higher than the Walmart retail trade.
The income of global membership grew by 16 % on an annual basis, with some of the subscription -based membership program, Walmart+, as well as Warehouse Club Sam. Her global advertising business grew by 29 %, including a 24 % increase in Walmart Connect.
The Walmart Market has also increased from the third party and a piece of its loyalty services, which packs and requests the sellers in the market, with double numbers.
“This is all a higher margin and parts faster than our work, as mathematics indicates that our margins rise over time,” he said in The Call with CNBC. “Frankly, I do not see any end for this.”
The fastest and most frequent delivery processes helped in Walmart’s e -commerce more profitable. In the profit call, Rene said that Walmart delivery methods have become more intense as customers offer more requests. In addition, shoppers said, they have shown ready to pay more to accelerate online requests to their doors.
Renai said that more than 30 % of Walmart customers who have a delivery from a store paid additional fees to deliver it within a few hours. On Christmas Eve, he said, 77 % of the requests were frank. This delivery costs the fastest, which is made in less than two hours, an additional $ 10.
John Virus, CEO of Walmart Us, said that one of the latest services in Walmart, the pharmacy company, is an opportunity to grow as well. Delivery It started in October in six states, But it expanded all over the country.
Fenner said that since customers are asking for a prescription for a patient member or submitting an application to their usual medicines, many of them buy other things like groceries.
Walmart also raised its profits by 13 % to 94 cents per share, the largest increase in more than a decade.
As of near Wednesday, Walmart shares increased by 83 % during the past year. The stock was closed on Wednesday at $ 104.00, an increase of about 15 % so far this year and outperformed approximately 4 % of the S&P 500 during the same period.
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2025-02-20 18:46:00