Walmart Defies Adverse Conditions: A Quarter of Records

Despite numerous challenges such as a fragile economy, inflation, strikes at US ports, and devastating weather conditions, Walmart achieved impressive success in its latest quarterly report. The retail giant managed to attract customers with more frugal spending habits by consistently offering low prices that provided consumers with more value for their money. A significant factor in the success is Walmart's ability to make shopping easier for customers. The combination of physical stores and an advanced online service with fast delivery and pickup options attracts both existing and new customers. New customers increasingly include more affluent households that prefer Walmart over competitors. John David Rainey, Executive Vice President and CFO, emphasized that the company particularly benefits from high customer loyalty from various income groups. Notably, higher-income households contribute increasingly to market share gains. Walmart's current business figures exceeded expectations: total revenue rose by 5.5% to $169.6 billion in the third quarter of 2025, surpassing analysts' expectations. Comparable store sales in the US increased by 5.3%, while e-commerce sales in the US remarkably rose by 22%. This positive development was driven significantly by more efficient delivery services and innovative marketplace strategies. Meanwhile, the grocery department, which accounts for 60% of US sales, recorded the strongest growth in four years. Earnings per share stood at $0.58, exceeding expectations. Interestingly, this success has given Walmart an edge over competitors like Target, which have not reported comparable successes.