Walmart beats on revenue but US store growth cools amid fuel-price pressure

Walmart posted roughly $187.9 billion in revenue and adjusted EPS of $0.81 for the quarter, beating estimates, but US same-store sales rose just 2.6% vs 3.7% expected (the slowest pace since Q4 2020). Traffic and basket sizes were weaker, while e-commerce grew 23% (US +24%). The company raised its full-year outlook and guided Q3 net sales up 3%–3.75% and FY2027 revenue up 4%–5% (with tariff refunds contributing to profit). Management attributed part of the softness to high fuel costs that prompted shoppers to make trade-offs. Walmart stock fell about 9% on the news.