Walmart reported $187.9 billion in revenue for its second quarter of fiscal 2027, a 5.9% year-over-year increase, with global e-commerce up 23%, advertising revenue up 38%, membership-fee revenue up 17%, and U.S. fast delivery up 48%. U.S. comparable sales excluding fuel rose just 2.6%, the company's slowest quarterly pace in six years, while U.S. e-commerce sales climbed 24%. Institutional sentiment remains strong, with 111 hedge funds holding positions at the end of Q2 2026 versus 99 in Q1 2026, and short interest at 1.08%. BlackRock is the largest institutional stakeholder with 354.2 million shares, or 4.44% of outstanding shares, followed by Vanguard Capital Management at 3.59% and State Street Corporation at 2.36%. The company's push into restaurant delivery through partnerships such as Papa John's remains an untested, low-margin strategy, though roughly 90% of Americans live within 10 miles of a Walmart store.
Walmart Inc.Walmart's Q2 revenue rose 5.9% with global e-commerce up 23%, advertising up 38%, membership fees up 17%, and U.S. fast delivery up 48%.
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