Overview

• Walmart plans to keep its global workforce near 2.1 million for the next three years even as it targets revenue growth driven by AI adoption.
• The company has rolled out AI agents for customers, suppliers, and employees and is expanding automation in warehouses and some back-of-store tasks.
• White-collar office roles are expected to see the earliest changes, with store and warehouse tasks increasingly supported by AI tools over time.
• New positions such as “agent builders” are emerging as the job mix shifts toward roles like drivers, bakers, and technicians, and some warehouse jobs have been cut.
• Walmart has ruled out humanoid robots in stores, vowing to keep people in customer-facing roles, and analysts say its push could help lift U.S. productivity.