What's Happening?
Walmart has increased its full-year net sales outlook for the second time in 2025, now anticipating growth between 4.8% and 5.1%, up from the previous range of 3.75% to 4.75%. The company also raised its adjusted
earnings per share (EPS) guidance to $2.58–$2.63. This comes after Walmart reported a 5.8% increase in Q3 revenue, reaching $179.5 billion, with U.S. comparable sales rising by 4.5%. Despite its robust financial performance, Walmart continues to avoid accepting Apple Pay, opting instead for its own payment systems to enhance data collection. Additionally, Walmart is expanding its use of 3D-printing technology for construction, with a new project set to begin in Lamar, Missouri.
Why It's Important?
Walmart's decision to raise its sales outlook and EPS guidance reflects its strong market position and ability to adapt to changing consumer behaviors, particularly through its e-commerce and higher-income shopper strategies. The company's focus on its own payment systems highlights the importance of data in retail, as it allows Walmart to better understand customer habits and preferences. The expansion into 3D-printing for construction could signal a shift towards more innovative and cost-effective building methods, potentially influencing the broader retail and construction industries.
What's Next?
Walmart's continued focus on e-commerce and data-driven strategies may lead to further market share gains, especially as it leverages its omnichannel model. The company's expansion into 3D-printing could set a precedent for other retailers to follow, potentially transforming construction practices in the retail sector. As Walmart navigates these changes, it will be important to monitor how these strategies impact its financial performance and competitive positioning.
