Walmart to Overtake Berkshire Hathaway Backed by 650 Store Remodels and Delivery Overhaul
Walmart's market capitalization is poised to surpass Berkshire Hathaway, making it the ninth-largest U.S. company. The retailer plans over 650 U.S. store remodels, 20 new openings and an aggressive same-day delivery overhaul, boosting e-commerce sales 27% and marketplace revenue nearly 20%, prompting analysts to raise estimates 4–5%.
1. Market Cap Milestone
Walmart's market capitalization currently trails Berkshire Hathaway by a narrow margin, positioning it to claim the ninth-largest spot among U.S. corporations. This reflects bullish investor outlook on Walmart's strategic growth plans.
2. Store Expansion and Modernization
Walmart plans to remodel over 650 U.S. stores and open approximately 20 new locations through early 2027. The upgrades will feature expanded pickup and delivery bays, enhanced digital kiosks and optimized layouts to drive omnichannel sales.
3. Delivery Overhaul and E-Commerce Growth
The company is piloting a new fulfillment model that converts store back rooms into mini-warehouses for third-party marketplace inventory. This initiative supports faster same-day delivery, contributes to a 27% increase in U.S. e-commerce sales and nearly 20% annual growth in marketplace revenue, prompting analysts to boost forecasts by 4–5%.