Walmart CFO: Consumers are nearing peak of tariff-inflated prices

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• Food is the area most likely to be disinflationary or even deflationary

  80% confidence

• Fully a third of Walmart orders were delivered in under three hours in the most recent quarter

  80% confidence

• Moving from two-day to one-day delivery promise increases conversion appreciably, as does moving from one-day to same-day

  80% confidence

• Egg prices have come down appreciably from where they were a year ago

  80% confidence

• When someone buys fresh in Walmart stores, baskets tend to be about 25% higher

  80% confidence

• Walmart gained market share in virtually every category in the past quarter

  80% confidence

• Roughly half of app users are engaging with Sparky in some way

  80% confidence

• Like-for-like inflation across the basket of items at Walmart was up only a little bit more than 1% in the most recent quarter

  80% confidence

• Walmart grew top line almost 5% and EPS over 12% in Q4

  80% confidence

• Users shopping with Sparky have basket sizes about 35% higher

  80% confidence

• Over the last three years, Walmart has raised guidance each year and outperformed it each time

  80% confidence

• There is still a lot of uncertainty looking into the next year

  80% confidence

• Walmart is now serving 95% of America in less than three hours

  80% confidence

• Walmart has reached peak or is coming close to peak of tariff-related cost increases

  80% confidence

• Tax refunds are projected by some to be as much as 20% higher this year

  80% confidence

• John Furner has his fingerprints over the strategy Walmart has been implementing over the last five years

  80% confidence