Walmart publishes transcript of Q2 fiscal 2027 earnings call
WMT•Guidance and quarterly performance
- Raised full-year guidance: sales growth 4%-5%; operating income growth 7%-8.5%; EPS USD 2.8-2.87; Q3 EPS USD 0.62-0.64.
- Q2 constant-currency net sales rose 5%; adjusted operating income rose 17.4%, including a roughly 750-basis-point benefit from tariff refunds.
- Tariff refunds totaled about USD 2.9 billion; most were received; reinvestment was weighted to price, with Q3 operating income growth guided at 2%-4%.
- Walmart U.S. comp sales ex-fuel rose 2.6%; maximum fair pricing rules cut comps by about 125 basis points; full-year headwind is seen at 125 basis points.
- Global eCommerce sales grew 23%; Walmart U.S. eCommerce rose 24%; marketplace sales increased 52%; global advertising grew 38%.
- Membership income rose nearly 17% globally; Walmart+ posted its best first-half growth; members spend about non-members.
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