You might not know it, but Walmart (WMT 1.39%) has quietly been one of the best-performing retailers in recent years.In fact, over the last three years, it's outperformed top retail stocks like Costco Wholesale, Amazon, Target, and Home Depot as the chart below shows. Walmart has reinvented itself over the last decade from a stodgy brick-and-mortar retailer losing ground to Amazon to a modern omnichannel operation, delivering everyday low prices and convenience for customers, and finding growth opportunitie ...

Investment Rating - The report maintains a positive outlook on Walmart (WMT.US) with an upgraded fiscal year guidance, indicating resilience in U.S. consumer spending and improved e-commerce efficiency [2]. Core Insights - Walmart's total revenue for Q3 2025 reached $169.6 billion, reflecting a year-over-year growth of 5.5%. The gross margin was 24.2%, an increase of 21 basis points, primarily due to strong inventory management in the U.S. [2] - The operating profit was $6.7 billion, up 8.2% year-over-year, with an operating margin of 4.0%. Earnings per share (EPS) were $0.57, a significant increase of 850% year-over-year, while adjusted EPS was $0.58, up 13.7% [2]. - For the first three quarters of fiscal 2025, operating cash flow was $22.9 billion, a 21% increase year-over-year, and free cash flow was $6.2 billion, up 43% [2]. - Walmart's same-store sales in the U.S. grew by 5.3%, with essential goods maintaining positive growth. International sales increased by 8.0%, with double-digit growth in China [2]. - E-commerce revenue globally grew by 27%, with U.S. e-commerce up 22% and international e-commerce up 43%, driven by in-store pickup, delivery, and third-party seller services [2]. - The report highlights that U.S. retail sales in October increased by 0.4% month-over-month, indicating resilient consumer demand ahead of the holiday season [2]. Financial Projections - For fiscal year 2025, total revenue is expected to grow by 4.8% to 5.1%, with adjusted operating profit projected to increase by 8.5% to 9.25% [2]. - The earnings forecast for fiscal years 2025 to 2027 shows a steady increase in total revenue, operating profit, and EPS, with projected revenues of $680.5 billion in 2025 and $739.7 billion by 2027 [5].

As the holiday shopping season approaches, the competition between retail giants Walmart and Amazon intensifies, shaping the eCommerce landscape. Both companies have established themselves as formidable players, offering extensive product assortments, competitive pricing and efficient logistics networks that ensure quick delivery. This rivalry is particularly pronounced in categories like electronics and household essentials, where consumers often compare prices and availability across both platforms before ...

Walmart Chief Financial Officer John David Rainey warned that President-elect Trump's proposed tariffs could lead to higher prices for Walmart shoppers.  "Tariffs are going to be inflationary. There's no disputing that," Rainey said during an interview with Liz Claman on "The Claman Countdown" on Thursday. "Likely consumers are going to pay more for the items that they pay and that these tariffs are applied to."  Under the proposals, a universal 10%-20% tariff would be imposed on imports from all foreign co ...

Brian Gilmartin, is a portfolio manager at Trinity Asset Management, a firm he founded in May, 1995, catering to individual investors and institutions that werent getting the attention and service deserved, from larger firms. Brian started in the business as a fixed-income / credit analyst, with a Chicago broker-dealer, and then worked at Stein Roe & Farnham in Chicago, from 1992 - 1995, before striking out on his own and managing equity and balanced accounts for clients. Brian has a BSBA (Finance) from Xav ...

Walmart TodayWMTWalmart$87.18 +0.58 (+0.67%) 52-Week Range$49.85▼$88.29Dividend Yield0.95%P/E Ratio35.78Price Target$91.51Add to WatchlistWalmart’s NYSE: WMT Q3 report and guidance for Q4 revealed that the tailwinds driving its business remain strong and steady, driving outperformance and another increase to the outlook. The news sent shares to a new all-time high, firing a strong technical signal that suggests this market will continue to trend higher. It is a strong signal because the stock is already in ...

Recommendations - Barclays raised the price target for BellRing Brands by $5 [1] - Barclays raised the price target for CIBC by C$8 [1] - Barclays raised the price target for Bank of Montreal by C$17 [1] - Barclays raised the price target for WTW by $24 [2] - Barclays raised the price target for Ryan Specialty by $12 [2] - Barclays raised the price target for Marsh McLennan by $10 [2] - Barclays raised the price target for Brown & Brown by $11 [3] - Barclays raised the price target for Arthur J Gallagher by $8 [3] - Barclays raised the price target for Aon plc by $46 [3] Earnings - Baidu reported Q3 EPS of RMB 16 60 compared to RMB 20 40 last year [1]

Note: The following is an excerpt from this week’s Earnings Trends report. You can access the full report that contains detailed historical actual and estimates for the current and following periods, please click here>>>Here are the key points:Total Q3 earnings for the 469 S&P 500 members that have reported results through Wednesday, November 20th, are up +6.5% on +5.2% higher revenues, with 73.8% beating EPS estimates and 61.4% beating revenue estimates. The reporting cycle has ended for half of the 16 Zac ...

Target's stock tumbled to a 52-week low on Wednesday, a day after Walmart shares soared to an all-time high — as the rival retailers' earnings reports again underscored how their performance has diverged.Target posted its biggest earnings miss in two years and cut its forecast. The company spoke about a "deceleration in discretionary demand" and blamed higher costs from rushing to move inventory ahead of the short-lived port strike in October.On the company's earnings call, CEO Brian Cornell described U.S. ...

Here are some key takeaways from analyst coverage of Walmart Inc WMT after the retailer reported upbeat third-quarter sales. Check out other analyst stock ratings. Goldman Sachs: Walmart's US same-store sales grew by 5.3%, tracking better than consensus of 3.9%. This was driven by traffic, up 3.1%, and average ticket size, up 2.1%. "WMT saw broad-based strength in the quarter, noting market share gains in the US, both in grocery and general merchandise, with households earning more than $100K accounting for ...