Walmart’s E-Commerce Sales Surge 27.2% as It Joins Google in AI Commerce Standards
Walmart partners with Google on open agentic AI commerce standards, positioning itself as an interoperability leader over proprietary rival systems. The retailer’s U.S. e-commerce sales jumped 27.2% year-over-year in Q3 2025—now roughly 20% of revenue—fueling a 52-week high.
1. Walmart International CEO Kathryn McLay to Depart
Kathryn McLay, who joined Walmart International as chief executive in early 2023, has announced she will step down from her role at the end of the first quarter of fiscal 2026. McLay oversaw operations across more than 50 international markets, managing a workforce of roughly 500,000 associates and annual revenues exceeding $100 billion. She will remain with the company through March to facilitate leadership transition and ensure continuity of ongoing digital and supply-chain initiatives in markets such as Mexico, the UK and India.
2. Walmart Drives Open AI Commerce Standards with Google Partnership
This week, Walmart declared its support for universal agentic AI commerce protocols by joining forces with Google to develop open interoperability standards. These standards aim to allow autonomous shopping agents to search, compare and transact seamlessly across retailers’ systems. Walmart believes that by making its inventory and transaction APIs publicly accessible, it will become one of the easiest endpoints for third-party agents, reinforcing its advantage over smaller competitors that may struggle to meet technical requirements.
3. Grand Opening of Eastvale Supercenter Marks Community Investment
On January 15, Walmart unveiled its first Supercenter in Eastvale, California, at 14100 Limonite Avenue. The 185,000-square-foot store opened at 8 a.m. following a ribbon-cutting ceremony with city officials. The new facility has created approximately 300 full- and part-time jobs, offers 24-hour pharmacy services with Walmart’s $4 Prescription Program, a Vision Center, a fuel station and expanded grocery aisles. Associates are eligible for career advancement through Walmart’s Live Better U program, which provides company-funded degrees and certificate training.
4. Rapid E-Commerce Growth Narrows Online Sales Gap
Walmart’s U.S. e-commerce business has nearly doubled since early 2022, with digital sales increasing by 115.6% over that period. In the third quarter of fiscal 2025, online sales grew 27.2% year-over-year and now represent roughly one-fifth of the company’s total domestic revenue. This sustained digital momentum reflects investments in same-day delivery, curbside pickup and omnichannel fulfillment, as well as the integration of higher-margin services such as subscription memberships and advertising solutions.