Walmart Inc. (WMT) continues to tread the growth path, with its shares reaching a 52-week high of $90.95 on Monday, before closing the trading session slightly lower at $89.50. The omnichannel retailer has gained 6.4% in just a week, driven by its stellar third-quarter fiscal 2025 results released on Nov. 19, 2024.The retail giant outperformed expectations in the quarter, delivering robust year-over-year growth in both revenues and earnings while surpassing the Zacks Consensus Estimate on both metrics. Addi ...

Even as consumers have experienced some continued stress from the prior period of high inflation, Walmart (WMT -1.04%) continues to be one of the biggest winners in the retail space. The retail giant posted another strong quarter of sales and took a positive view on the upcoming holiday season.The stock is now up more than 60% year to date, as of this writing. The question for investors is, can the momentum in the stock continue? Let's take a closer look at its most recent results and guidance to help find ...

About this content About Oliver Haill Oliver has been writing about companies and markets since the early 2000s, cutting his teeth as a financial journalist at Growth Company Investor with a focusing on AIM companies and small caps, before a few years later becoming a section editor and then head of research. He joined Proactive after a couple of years freelancing, where he worked for the Financial Times Group, ITV, Press Association, Reuters sports desk, the London Olympic News Service, Rugby World Cup ...

文章核心观点 - 沃尔玛确认终止部分多元化倡议，移除网站上部分LGBTQ相关商品，并逐步关闭资助少数族裔项目的非营利组织[1][3][4][5][6][7][8] 多元化倡议的终止 - 沃尔玛终止了部分多元化、公平和包容性（DEI）倡议，包括移除网站上部分LGBTQ主题商品，如面向 transgender youth 的 chest binders[4] - 公司决定停止与追踪公司LGBTQ政策的非营利组织 Human Rights Campaign 分享数据[4] - 沃尔玛逐步取消了供应商多元化计划，该计划曾为某些群体（如女性和少数族裔）提供优先融资[6] - 公司不再使用“多元化、公平和包容性”或DEI这一术语，例如，其前首席多元化官职位现称为首席归属官[6] 非营利组织的关闭 - 沃尔玛正在逐步关闭 Center for Racial Equity，该非营利组织于2020年成立，旨在对抗系统性种族主义，公司及其基金会承诺在五年内投入1亿美元[5] 其他相关变化 - 沃尔玛将继续资助活动，如Pride游行，但将增加资金使用指南[7] - 这些变化是在保守派活动家 Robby Starbuck 的压力下发生的，他威胁要对沃尔玛进行消费者抵制[8] - 沃尔玛与 Starbuck 进行了对话，并已经在进行一些DEI相关的改变[8] 行业趋势 - 沃尔玛加入了一长串公司的行列，这些公司在保守派活动家的压力下退出了多元化、公平和包容性努力[1] - 一些公司，如 Tractor Supply、Lowe's、Ford 和 Molson Coors，最近也缩减了其公平和包容性政策[2] - 其他公司，如 Anheuser-Busch 旗下的 Bud Light 和 Target，在营销活动或商品聚焦LGBTQ社区后，面临了强烈的反对和销售额下降[3]

文章核心观点 - 沃尔玛被判支付前卡车司机Jesse Fonseca近3500万美元，原因是陪审团认定沃尔玛错误指控他欺诈并解雇他 [1][2] 法律判决 - Jesse Fonseca被判获得2500万美元的惩罚性赔偿，以及970万美元的工资和福利损失及非经济损害赔偿 [2] - 陪审团认定Fonseca没有违反沃尔玛的诚信政策 [2][4] 沃尔玛的回应 - 沃尔玛称判决“荒谬”，并计划继续上诉 [5] - 沃尔玛表示将追求所有可用的法律补救措施 [5] 案件背景 - Fonseca在2019年对沃尔玛提起诉讼，声称他在2017年因工作受伤，并被医生建议停止驾驶商用车辆 [5][7] - 沃尔玛未能适应这些工作限制，并在Fonseca处于医疗休假期间解雇了他 [7] 案件细节 - Fonseca被沃尔玛监控发现他驾驶个人车辆，但他认为自己只被限制驾驶商用车辆 [7][8] - 沃尔玛内部欺诈调查员发现Fonseca诚实可信，没有欺诈行为，但报告仍被转交给沃尔玛的道德部门 [9]

Walmart (WMT 2.32%) may be the largest company in the U.S. by sales, but it keeps making its top line bigger. For a while, it looked like competitor Amazon (AMZN -0.64%) was poised to overtake it, but Walmart is just too big and doing too well to catch. It's a battle of true titans, as both companies boast more than $600 billion in revenues over the last four quarters.Walmart delivered another outstanding quarterly report last week, and the growth drivers behind the results might surprise you. Two factors h ...

We also look at nicotine products' popularity.In this podcast, Motley Fool analyst Nick Sciple and host Ricky Mulvey discuss:Highlights from Walmart's quarter.What shoppers want from mac and cheese.Why nicotine pouches may be "the biggest consumer product story this decade."Then, Motley Fool personal finance expert Robert Brokamp kicks off a two-part series with Christine Benz, Morningstar's director of personal finance and the author of How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirem ...

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 ...

报告投资评级 - 上调财年指引[2] 报告核心观点 - 美国消费具备韧性，电商增效效果显著[2] 报告相关目录总结 业绩摘要 - 2025年第三财季，总收入录得1,696亿美元，同比增长5.5%。总毛利率为24.2%，同比提升21bps。全球库存水平同比下降1.0%，沃尔玛美国的库存减少0.6%。运营利润为67亿美元，同比增长8.2%，运营利润率为4.0%。每股盈利为0.57美元，同比增长850%。经调整每股盈利为0.58美元，同比增长13.7%。2025财年前三季度的运营现金流为229亿美元，同比增长21%，自由现金流为62亿美元，同比增长43%。2025财年前三季度，公司以30亿美元回购了约4,600万股，当前股份回购计划还有135亿美元的额度[2] 业务情况 - 沃尔玛美国同店销售增长5.3%，日用百货类商品保持正增长。沃尔玛国际销售额同比增长8.0%，中国业务维持双位数增长，中国山姆会员店的会员收入增长超过30%。全球电商收入同比增长27%，美国电商增长22%，国际电商增长43%，主要由线下自提、配送和第三方卖家业务所驱动，其中美国门店配送增长近50%。全球电商业务的亏损持续收窄，其中沃尔玛美国受益于配送密度增加、付费加急配送订单渗透率提高以及供应链的自动化，每单配送成本连续三个季度下降约40%。广告收入同比增长28%，美国市场增长26%[2] 市场地位 - 当前沃尔玛在美国的收入占比为82%（包含美国沃尔玛和山姆会员店），是美国市场最大的零售商，占美国整体零售支出的7.3%（PYMNTS），亚马逊占4.4%。在美国整体线上销售额中占比6.4%（Statista），仅次于电商龙头亚马逊的37.6%。据Brick Meets Click和Mercatus测算，沃尔玛（不包括山姆会员店）在2024年第二季度占据了美国37%的在线杂货销售额[2] 盈利预测 - 截至1月31日止财政年度，25财年预测总收入为680,473百万美元，变动5%，运营利润为29,410，运营利润率为4.3%，每股盈利为2.42美元，变动27%[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 ...