Walmart: High Inventory Levels & Tariffs Are Dampening This Retail Behemoth’s Attractiveness!

Walmart Inc.’s recent quarterly results show a complex blend of strengths and challenges, presenting a nuanced investment thesis. The retail giant achieved a 5.6% increase in sales on a constant currency basis, driven by strong performance in e-commerce, which grew by 25% globally. This increase exceeded expectations, particularly in Walmart U.S. and Sam’s Club U.S., where e-commerce growth reached 26%. The company continues to gain market share through initiatives that improve the customer experience, such as faster delivery services and price rollbacks, with some products now delivered within three hours or less.