Walmart is set to report its fiscal fourth-quarter earnings on Thursday, with investors scrutinizing whether softer retail sales in January were a blip or a warning sign. The company’s holiday-season results and forecast for the year ahead will be closely watched.
As the largest grocer in the US, Walmart serves as a barometer of consumer health. Its leaders are expected to discuss the economic backdrop in the US and their views on federal policy decisions like tariffs. Analysts expect earnings per share of 64 cents and revenue of $180.01 billion.
Despite weaker-than-expected January retail sales, which fell 0.9% due to winter storms and consumer breakups, holiday data was strong, with sales rising 3.8% year-over-year to $964.4 billion in November and December. Walmart’s online sales have been climbing, driven by double-digit gains for 10 consecutive quarters.
The company has attracted higher-income customers, with households earning over $100,000 driving 75% of market share gains in the third quarter. This trend is expected to benefit Walmart, which has raised its price target to $153 and seen shares soar 83% over the past year.
Source: https://www.cnbc.com/2025/02/20/walmart-wmt-q4-2025-earnings.html