Walmart’s unrivaled logistics network—more than 10,000 stores serving as distributed fulfillment centers—underpins same-day delivery to 95% of U.S. households and contributes to its 5.8% year-over-year revenue increase in fiscal 2025. The company’s brick-and-mortar footprint, combined with over 430 e-commerce fulfillment centers, has helped it generate $681 billion in revenue last year. However, online sales growth trails peers at roughly half the pace, and its advertising business, which produced $4.4 billion (less than 1% of total sales) in fiscal 2025, remains an emerging margin driver compared with competitors whose ad units contribute nearer 10% of revenue.

Effective February 1, Walmart will implement a comprehensive leadership restructure to accelerate its AI-driven retail strategy. David Guggina, currently EVP and Chief eCommerce Officer, will become President and CEO of Walmart U.S., leveraging his supply-chain and digital experience to expand delivery capabilities. Chris Nicholas, head of Sam’s Club U.S., will take over Walmart International, bringing over a decade of global operations expertise. Latriece Watkins, EVP and Chief Merchandising Officer, will lead Sam’s Club U.S., while Seth Dallaire moves to EVP and Chief Growth Officer for Walmart Inc., overseeing global platforms including Walmart Connect and Marketplace. These appointments reflect Walmart’s focus on unifying technology, advertising and fulfillment to enhance customer engagement and profit margins.