Overview

• Revenue reached $177.4 billion, topping estimates, with net income of $7.03 billion, or $0.88 per share.
• Adjusted earnings of $0.68 per share missed the roughly $0.74 consensus after legal, insurance and restructuring costs; shares fell more than 4% in early trading.
• U.S. same-store sales rose 4.6% led by grocery and health and wellness, while global e-commerce grew about 25% and U.S. online sales increased 26%.
• Sam’s Club comparable sales gained 5.9% as membership income rose 7.6%, and store-fulfilled delivery continued to accelerate.
• Fiscal 2026 guidance projects net sales growth of 3.75%–4.75% and adjusted EPS of $2.52–$2.62, with management noting rising tariff costs and gradual, targeted price increases.