Walmart Forecasts Q4 EPS $0.73, $189.9B Revenue and 4.17% Same-Store Gain

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Walmart is expected to report fourth-quarter EPS of $0.73 on $189.9 billion revenue, representing year-over-year gains of 10.6% and 5.2%, respectively, with U.S. same-store sales ex-fuel forecast at 4.17%. Management highlights profitable U.S. e-commerce (15% of ex-gasoline sales) and a 60% grocery mix insulating margins.

1. Q4 Earnings Outlook

Walmart is poised to report fourth-quarter earnings of $0.73 per share on $189.9 billion in revenue, marking year-over-year increases of 10.6% and 5.2%, respectively. U.S. same-store sales excluding fuel are projected to climb 4.17%, reflecting steady consumer demand for essentials.

2. Strategic Growth Drivers

The retailer’s U.S. e-commerce segment is now profitable, accounting for 15% of ex-gasoline sales and supported by a growing digital advertising business. With groceries comprising roughly 60% of revenue, Walmart benefits from stable margins and insulation against tariff-related cost pressures.

Sources

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