Walmart (NYSE: WMT) held its annual investment meeting, during which the company leadership underscored the strength, consistency, and adaptability of its operations and long-term strategy. A key highlight from the event was the announcement that Walmart’s U.S. eCommerce segment is on track to become profitable this year, signaling a significant milestone in the retailer’s digital transformation.
The company emphasized its strategic investments in technology, supply chain, and omnichannel capabilities, positioning it to capture additional market share while delivering long-term value to shareholders. Walmart U.S. has added $121 billion in sales over the past five years and is targeting 95% delivery coverage of U.S. households in under three hours by the end of the year.
The retailer also reaffirmed its guidance for sales and operating income growth for the first quarter and full fiscal year 2025.
Analysts responded positively to the update. Goldman Sachs reiterated its Buy rating and $106 price target, noting improved eCommerce momentum and operational control. Citi also maintained a Buy rating with a $120 price target, citing Walmart’s leadership in food, pricing flexibility, and unmatched omnichannel capabilities.
Walmart (NYSE: WMT) continues to benefit from its scale, technology advantage, and value proposition, which have helped it maintain strong performance in a competitive retail landscape.
