Earnings Feed

WMT

Consumer

Walmart has created a new role reporting directly to the CEO to lead AI acceleration, indicating a top-level strategic focus on AI development.
The company is building 'super agents' like Sparky, which will serve as AI-powered assistants for customers, associates, and suppliers, integrating AI into core operations.
Management emphasized that AI is currently in early stages and not yet driving top-line or margin gains, but the roadmap is promising for future productivity and service improvements.
Walmart is leveraging AI to enhance inventory management, delivery speed, and personalized shopping experiences, aiming to become an indispensable part of customer shopping.
The company is developing AI platforms to increase innovation, speed, and productivity, with a focus on building agents that improve operational efficiency and customer engagement.
Executives highlighted that AI's role extends beyond digital to physical supply chain enhancements, such as digital twins and dynamic delivery windows, which could revolutionize logistics.

WMT

Consumer

Adjusted EPS increased 1.5% to $0.68, excluding discrete charges related to legal and restructuring matters.
Adjusted operating income grew 0.4% in constant currency, below expectations due to $450 million higher claims expense.
Consolidated Q2 revenue increased 5.6% in constant currency, driven by strong sales growth across all segments.
E-commerce sales grew 25% globally, with Walmart US and Sam's Club US leading at 26%.
Gross margin increased 4 basis points reported, 9 basis points adjusted excluding a $80 million restructuring charge.
International sales grew 10.5% in constant currency, led by China (30%), Walmex, and Flipkart.
Sam's Club US comp sales ex fuel increased 5.9%, driven entirely by unit growth.
Walmart US comp sales grew 4.6%, with strength in apparel, media, gaming, and automotive categories.

Consumer

BJ's digital business grew 34% in Q2 2025, representing a significant acceleration and a generational shift in member engagement.
Over 50% of active members now regularly use the BJ app, indicating deep digital integration.
Management views digital growth as a key driver of long-term relevance and value creation for members.
The company leverages digital to enhance convenience through services like BOPIC, ExpressPay, and same-day delivery, which are expanding rapidly.