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Added to YB: 2026-08-03

Pitch date: 2026-07-30

WMT [neutral]

Walmart Inc.

+0.62%

current return

Author Info

Consumer Spec is your dedicated consumer sector specialist desk — delivering the most actionable pre-market research, trade ideas, analyst calls, and sector-moving news across Consumer Discretionary and Consumer Staples every morning before the opening bell. Sign up for the newsletter.

Company Info

Walmart Inc. engages in the operation of retail and wholesale stores and clubs, ecommerce websites, and mobile applications worldwide.

Market Cap

$885.0B

Pitch Price

$110.52

Price Target

N/A

Dividend

0.89%

EV/EBITDA

19.73

P/E

39.15

EV/Sales

1.32

Sector

Consumer Staples Distribution and Retail

Category

growth

Show full summary:
Consumer Spec - Pre Market Wrap - WMT: WELLS FARGO STAYS OVERWEIGHT INTO MESSY Q2, REFUND-FUNDED PRICE CUTS THE STRUCTURAL CALL

WMT (overview): Wells Fargo stays Overweight after 17% pullback; refund-funded price cuts (~$2.3B eligibility, above annual rollback) as offensive tool to grab grocery share into '27. Q2 EPS ~$0.75 in line, but messy: fuel headwind ~$250M (~320bps OI drag), SSS below 3.8% bar. 36x NTM P/E in line w/ 2yr avg; messaging matters more than print.

Read full article (1 min)