WMT News
5 R40 articles on Walmart Inc. (WMT). Latest, Sep 22, 2026: India's UPI Fee Caps at $4.5 Billion. Walmart's Cut of the Estimate Is $385 Million.
R40 Coverage
India's UPI Fee Caps at $4.5 Billion. Walmart's Cut of the Estimate Is $385 Million.
NPCI's 0.4% on every merchant UPI rupee would be $4.5bn a year. Bernstein's estimate is a quarter of that, and Walmart's cut is 1.3% of operating income.
Walmart's Two EPS Measures Landed a Penny Apart as a Loss and Tax Benefit Cancelled Out.
Walmart beat and raised all three full-year lines, and its GAAP-versus-adjusted gap landed at one cent — two twelve-cent items cancelling in the same quarter.
Walmart Reports Against $0.74 Adjusted EPS. Its GAAP Gap Has Swung $0.41 in Four Quarters.
Walmart reports against $0.72-0.74 adjusted EPS; our stored series is GAAP — the two differed by a 41-cent range over four quarters, changing sign twice.
What Walmart's February Preview Missed—and Why Our Data Would Show a 27% Miss.
Walmart's quarter ended 2026-01-31 printed $190.7B of revenue against a ~$189B consensus and adjusted EPS of $0.74 against $0.73 expected. Both were beats. Our stored earnings series says $0.53, because it is GAAP and the consensus was adjusted — a $0.21 gap that is entirely a net loss on equity investments, and which a year earlier was one cent.
Walmart Reports Tomorrow as the World's First $1 Trillion Retailer
Walmart reports Q4 FY2026 earnings on February 19 with a $1 trillion market cap and 75% of share gains coming from $100K+ households. Here's what to watch.
February 2026
Walmart Rides SMAs
Broke out wedge with volume; no reason to be bearish—ski lift pattern.
January 2026
Walmart Surges 2.94% to $127.71
Market cap tops $1T—first retailer; up 26% YTD, 468% decade vs S&P 264%; e-com to 500M items, AI supply chain.
Walmart Hiring Freeze
3-year freeze, billions into automation/AI; warehouses to checkout—fewer workers, nonstop efficiency.
Walmart Pivot to New York
Ecommerce demand climbing without stores; fulfillment, pricing, logistics key—advantage from systems, not branding.
The State of AI and Job Losses
Walmart plans more AI/robotics in operations.