Walmart's US e-commerce profitability could arrive as soon as Q1: Morgan Stanley [Yahoo! Finance]
Walmart Inc. (WMT)
Last walmart inc. earnings: 2/18 06:00 am
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Source: Yahoo! Finance
In a note on Monday, the firm cited scale benefits in Walmart's first-party (1P) and third-party (3P) marketplace, advertising, and membership income as key drivers of this milestone. “We estimate US e-commerce profitability could come as soon as 1Q25, following over a decade of investments in 1P/3P e-commerce, Advertising, Fulfillment and Membership, that are now paying off,” the analysts wrote. The report follows Walmart's fourth-quarter fiscal 2024 (4Q24) earnings results, where the company provided new disclosures on e-commerce incremental margins, e-commerce EBIT growth, and membership&other revenue by segment. Based on this updated data, Morgan Stanley adjusted its Alternative Profit Model and now sees Walmart (NYSE:WMT) gaining greater control over its profit flow-through. “This development affords WMT a substantial measure of control to dial adjusted operating income growth based on how much e-commerce profits flow through to the bottom line,” the note added. While
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WMT
Earnings
- 11/20/25 - Beat
WMT
Sec Filings
- 12/23/25 - Form 144
- 12/23/25 - Form 4
- 12/19/25 - Form 4
- WMT's page on the SEC website