Walmart’s global ecommerce achieves profitability by growing 22% in Q1

Walmart has begun FY2026 with strong results, maintaining firm operational discipline while driving higher-margin businesses, such as digital advertising. In its first-quarter report, the company emphasizes how its omnichannel strategy continues to deliver value and convenience for both customers and members—elements that are clearly resonating in their consumption habits.

Growth in the digital channel

Global eCommerce growth reached 22%, driven mainly by store pickup and delivery services, as well as its marketplace. This performance reflects the strength of its business model, which is capable of generating volume through increases in the number of transactions and units sold.

In the United States, Walmart’s digital channel grew by 21%, and most notably, the company achieved profitability in its eCommerce operation for the first time—marking a milestone in its digital transformation. This progress was accompanied by an increase in comparable sales, especially supported by online sales.

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Technological experience and international expansion

The impact of technology is also evident in the performance of Sam’s Club U.S., where digitally enhanced experiences contributed to growth in the number of members, renewals, and users of the Plus membership option. Subscriptions to Walmart+ also saw a double-digit increase in membership revenue, while Sam’s Club China experienced growth exceeding 40%.

Moreover, Walmart continues to invest in improving delivery speed. In its international division, the number of items delivered on the same day or the next day increased by 35%, with 45%of them delivered in less than three hours. This performance supports its strategic investment in supply chain automation and logistics expansion.

• To learn more about Walmart international operations: Unwrapping Walmart in Mexico: history, evolution and reach

Strengthening value and the omnichannel proposition

During this quarter, the company reinforced its value proposition by maintaining competitive price differences and expanding its convenient eCommerce options. In the food category, its private-label brands also gained ground, with penetration increasing by 60 basis points compared to the same period last year.

Walmart’s focus is on allocating capital to the highest-return areas, which includes store growth, remodeling efforts, and technological development. Its strong cash position allows the company to sustain this strategy while gaining market share and continuing to build long-term value.

Image: Walmart