Walmart's global advertising business grew 38% in the second quarter of fiscal 2027, with Walmart Connect up 43% and Walmart U.S. advertising, including VIZIO, also rising 38%. The gains came alongside 24% growth in Walmart U.S. e-commerce sales, reflecting strength in store-fulfilled delivery, advertising and marketplace. Walmart U.S. e-commerce achieved double-digit incremental margins in the first half of fiscal 2027, helped by strong advertising and membership revenues, greater delivery-network density, growth in fee-based fast deliveries and automation. The company also expanded its advertising capabilities through the acquisition of Vibe, which provides self-service tools and enables advertisers to measure results against shopping behavior. Walmart's forward 12-month price-to-earnings ratio stands at 33.82, above the industry's 30.74, and the Zacks Consensus Estimate implies current fiscal-year sales and earnings per share growth of 5.4% and 8.7%, respectively.
Walmart Inc.Walmart Connect advertising grew 43% and U.S. e-commerce sales rose 24%, reflecting strong end-customer demand for its advertising and marketplace services.
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