Walmart Reports Strong Q4 2026 Earnings

Retail giant sees growth across all segments despite economic headwinds

Published on Feb. 25, 2026

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Walmart Inc. reported strong financial results for the fourth quarter and full year 2026, with growth across its Walmart U.S., Walmart International, and Sam's Club segments. The company highlighted robust sales, improved margins, and continued investments in e-commerce and supply chain capabilities. CEO John Furner and CFO John David Rainey led the earnings call, providing details on the quarter's performance and outlining the company's strategic priorities going forward.

Why it matters

Walmart's results are seen as a bellwether for the broader retail industry, and the company's performance provides insight into consumer spending trends and the state of the economy. The earnings call offers a window into Walmart's strategic focus areas, including its ongoing efforts to enhance its omnichannel capabilities and deliver a seamless shopping experience for customers.

The details

Walmart reported Q4 2026 revenue of $163.8 billion, up 5.2% year-over-year, and full-year revenue of $585.3 billion, an increase of 4.8%. The company saw strong growth across all its business segments, with Walmart U.S. comp sales up 4.1%, Walmart International net sales increasing 3.7%, and Sam's Club comp sales rising 5.2%. Walmart also reported improved gross margins, driven by pricing actions and supply chain efficiencies. The company continued to invest heavily in e-commerce and digital initiatives, as well as in enhancing its supply chain and logistics capabilities to support omnichannel growth.

  • Walmart reported Q4 2026 earnings on February 19, 2026.
  • The company's fiscal year 2026 ended on January 31, 2026.

The players

John Furner

CEO of Walmart Inc.

John David Rainey

CFO of Walmart Inc.

Stephanie Wissink

Senior Vice President of Investor Relations at Walmart Inc.

Dave Guggina

Segment leader for Walmart U.S.

Chris Nicholas

Segment leader for Walmart International

Latriece Watkins

Segment leader for Sam's Club U.S.

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What they’re saying

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— Robert Jenkins, San Francisco resident (San Francisco Chronicle)

“Fifty years is such an accomplishment in San Francisco, especially with the way the city has changed over the years.”

— Gordon Edgar, grocery employee (Instagram)

What’s next

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The takeaway

This case highlights growing concerns in the community about repeat offenders released on bail, raising questions about bail reform, public safety on SF streets, and if any special laws to govern autonomous vehicles in residential and commercial areas.