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Walmart’s Three-Hour Delivery Push: Can Speed Defend Its Retail Advantage?

Walmart Inc. reported strong sales growth in the first quarter of fiscal 2027, with constant currency revenue increasing nearly 6%, surpassing the high end of guidance by 120 basis points. This growth was driven by a combination of factors, including momentum in eCommerce, which rose 26% globally, and a nearly 50% increase in marketplace sales in the U.S., the highest in 2.5 years. The company highlighted strong transaction growth and unit increases, especially in the U.S., where transaction growth was the strongest in six quarters. General merchandise, notably fashion and beauty categories, showed robust performance and contributed to positive comps and gross margin expansion in the U.S. for the first time in 18 quarters. Operational improvements contributed to Walmart’s competitive positioning, particularly through enhanced fulfillment speed and delivery capabilities. Over 36% of U.S.