Walmart Eyes $0.66 Q1 EPS and 4% US Sales Growth as Guidance Highlights Consumer Trends
Walmart is expected to report Q1 EPS of $0.66, up 8% year-over-year, with US same-store sales rising about 4% and total comps growth near 3.85%. Management will unveil fiscal 2027 revenue guidance of 3.5%-4.5% growth and adjusted earnings of $2.75-$2.85, offering a key consumer outlook.
1. Q1 Earnings and Sales Projections
Analysts anticipate Walmart will report first-quarter adjusted earnings of $0.66 per share, reflecting an 8% increase year-over-year, alongside total revenue growth driven by US same-store sales up approximately 4% and overall comps growth near 3.85%.
2. Fiscal 2027 Guidance Outline
Walmart’s management is set to confirm revenue growth between 3.5% and 4.5% for fiscal 2027 and adjusted earnings per share of $2.75 to $2.85, compared with Wall Street’s estimate of $2.97, signaling a conservative approach given cost pressures.
3. Consumer Spending Indicator
Investors view Walmart’s commentary on future sales trends as a barometer of US consumer health, since the retailer’s broad product mix—from groceries to electronics—reflects spending patterns under pressure from inflation and wage growth.
4. Focus on High-Margin Businesses
Walmart’s advertising division, Walmart+ membership program and last-mile delivery services remain key drivers of profitability, with executives expected to provide updates on growth trajectories and monetization strategies for these segments.