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Company / Finance

Walmart Inc.

WMT · NASDAQ

Walmart reported FY2026 revenue of $713.2 billion and Q3 FY2026 revenue of $179.5 billion. The thesis depends on grocery traffic, ecommerce profitability, advertising, membership, inventory discipline, labor cost and capital intensity.

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NASDAQWMTCoverage BootstrapWalmart Inc.
Latest ReportMay 19, 2026Walmart: the retail scale machine is turning into a margin and marketplace testView report ->Total Reports1Published reportView all ->Active Discussions0No visible comments yetView discussions ->Member WorkspaceLockedFinancials, timeline, comparisons, scorecard, and discussion require a paid login.View access ->
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Latest Thesis

Walmart: the retail scale machine is turning into a margin and marketplace test

Walmart reported FY2026 revenue of $713.2 billion and Q3 FY2026 revenue of $179.5 billion. The thesis depends on grocery traffic, ecommerce profitability, advertising, membership, inventory discipline, labor cost and capital intensity.

May 19, 2026Research reportSlides available
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Walmart Inc.the retail scale machine is turning into a margin and marketplacMay 19, 2026
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Walmart: the retail scale machine is turning into a margin and marketplace testWalmart reported FY2026 revenue of $713.2 billion and Q3 FY2026 revenue of $179.5 billion. The thesis depends on grocery traffic, ecommerce profitability, advertising, membership, inventory discipline, labor cost and capital intensity.NASDAQMay 19, 2026Research reportReadSlides