Walmart Sees 27% Surge in Online Sales for Q3 Fiscal 2026

2025-11-22 companies

Bentonville, Saturday, 22 November 2025.
Walmart’s online sales grew 27% year-over-year in Q3 fiscal 2026, marking the 14th consecutive quarter of growth, driven by strategic e-commerce enhancements and agentic commerce initiatives.

Strategic Growth in E-commerce

Walmart Inc. (NYSE: WMT) has announced a significant increase in its online sales, with a 27% year-over-year growth for the third quarter of fiscal 2026. This marks the 14th consecutive quarter of growth exceeding 10%, underscoring the company’s successful strategic initiatives in enhancing e-commerce capabilities. The integration of agentic commerce and AI-driven tools, such as predictive shopping carts, has been pivotal in driving this growth [1][2][3].

Financial Performance and Market Position

The company reported total revenues of $179.5 billion for Q3 fiscal 2026, a 5.8% increase from the previous year, surpassing analysts’ expectations of $175.2 billion [4][5]. In the U.S., Walmart’s comparable sales increased by 4.5%, supported by a 1.8% rise in transactions and a 2.7% increase in average order value [6][7]. These results reflect Walmart’s robust market position and consumer appeal across different income segments [8].

Technological Advancements

Walmart has made significant investments in technology to streamline operations and enhance customer experience. Over 50% of its e-commerce fulfillment center volume is now automated, leading to improved unit productivity and reduced costs [9]. This automation, combined with the implementation of predictive agentic commerce, has not only improved operational efficiency but also enhanced customer satisfaction by reducing delivery times [3][10].

Leadership and Future Outlook

As of November 2025, Walmart has revised its full-year net sales growth forecast to 4.8% to 5.1%, reflecting confidence in continued strong performance [11][12]. The upcoming leadership transition, with John Furner set to succeed Doug McMillon as CEO in February 2026, is expected to build on these successes. Furner has emphasized a commitment to digital transformation and sustaining Walmart’s competitive edge in the retail sector [13][14].

Sources

Walmart online sales