Walmart reported that its U.S. grocery comparable sales rose by 3.2% in the third quarter, marking the seventh consecutive quarter of low single-digit comp growth despite ongoing cost pressures across the sector. Fresh-category performance outpaced total grocery comps by 1.2 percentage points, driven by a 5.4% increase in produce sales. The company attributed this strength to a combination of expanded fresh sourcing partnerships and an optimized store layout that increased fresh-item facings by 8% year-over-year. At the same time, Walmart implemented Rollbacks on more than 8,500 grocery SKUs, resulting in a 1.8% uptick in store traffic for food categories and contributing to a 60 basis-point gain in market share against regional grocery chains.

During Q3, Walmart’s targeted Rollback promotions—focused on staple items such as milk, eggs and proteins—delivered a 4.5% year-over-year reduction in average retail prices for the promoted SKUs. Digital engagement metrics highlight that these promotions drove a 22% increase in online ad click-through rates for grocery banners, reinforcing the effectiveness of Walmart’s value proposition. In addition, loyalty program data show that household transactions rose by 2.3% in stores offering enhanced value signage, indicating that price-led marketing is successfully deepening engagement with core shoppers.

Walmart’s integration of e-commerce with brick-and-mortar for grocery fulfillment continued to gain traction in Q3, with online grocery sales up 47% year-over-year. The retailer now operates 3,600 curbside pickup sites for grocery orders, a 12% expansion over the prior quarter, and reported that pickup orders constituted 13% of total grocery transactions in its top 50 markets. Average order size for pickup climbed by 7%, reflecting higher basket values as consumers consolidate weekly shopping trips via digital channels.