Added to YB: 2026-10-06
Pitch date: 2026-09-29
WMT [neutral]
Walmart Inc.
+10.19%
current return
Author Info
Consumer Spec is your dedicated consumer sector specialist desk — delivering the most actionable pre-market research, trade ideas, analyst calls, and sector-moving news across Consumer Discretionary and Consumer Staples every morning before the opening bell. Sign up for the newsletter.
Company Info
Walmart Inc. engages in the operation of retail and wholesale stores and clubs, ecommerce websites, and mobile applications worldwide.
Market Cap
$827.2B
Pitch Price
$106.97
Price Target
N/A
Dividend
0.95%
EV/EBITDA
18.79
P/E
37.78
EV/Sales
1.22
Sector
Consumer Staples Distribution and Retail
Category
N/A
Consumer Spec - Pre Market Wrap - WMT: EDGEWATER F3Q CHANNEL CHECK, COMPS STABLE Q/Q, RATING NEUTRAL
WMT (update): Edgewater estimates U.S. fiscal 3Q comps at 2.8%, essentially matching consensus, with trends stable sequentially but increasingly dollar- rather than unit-driven. It forecasts $186.38B of sales and $0.64 EPS, with gross margin slightly ahead of consensus. Elevated gas prices, inflation and reduced SNAP benefits weigh on traffic; rollbacks appear less effective at driving incremental trips. Edgewater remains cautious on 2H, while eCommerce, higher-income share gains and higher-margin services support its 2027 view.
Read full article (1 min)