沃尔玛WALMART （WMT） 2026财年第一季度业绩报告「NYSE」（英文版）（18页）.pdf

1、Walmart reports first quarter resultsRevenue growth of 2.5%,up 4.0%in constant currency(cc)1Operating income growth of 4.3%,or 3.0%adjusted(cc)1eCommerce up 22%globallyGAAP EPS of$0.56;Adjusted EPS1 of$0.61Company issues net sales guidance for Q2;reiterates outlook for FY26“BENTONVILLE,Ark.,May 15,2

2、025 Walmart Inc.(NYSE:WMT)announces first-quarter results with steady growth in revenue and operating income.Globally,eCommerce grew 22%with digital mix up across all segments.Walmart U.S.comp sales2 up 4.5%with strong growth in health&wellness and grocery.Looking ahead,the Company issues guidan

3、ce for the second quarter with net sales expected to increase 3.5%to 4.5%in constant currency(“cc”).1 The Companys outlook for fiscal year 2026 remains unchanged from prior guidance.We delivered a solid first quarter in a dynamic operating environment.Were serving customers and members in more ways,

4、which is fueling our growth.Were well positioned,maintaining flexibility to navigate the near-term while continuing to invest to create value for the long-term.”Doug McMillonPresident and CEO,WalmartFirst Quarter Highlights Revenue of$165.6 billion,up 2.5%,or 4.0%(cc)1;includes 100 bps headwind from

5、 lapping leap day Global eCommerce sales grew 22%,led by store-fulfilled pickup&delivery and marketplace Global advertising business3 grew 50%,including VIZIO;Walmart Connect in the U.S.up 31%Membership and other income up 3.7%,including 14.8%growth in membership income Gross margin rate up 12 b

6、ps,led by Walmart U.S.Operating income up$0.3 billion,or 4.3%,adjusted up 3.0%(cc)1 due to higher gross margins and growth in membership income;also benefited from improved economics in eCommerce;includes 250 bps headwind from lapping leap day Adjusted EPS1 of$0.61 excludes the effect,net of tax,of