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Walmart Q1 shows strong eCommerce but slowing U.S. sales; cautious outlook weighs on stock.

Analyst Insights
21 May 2026
Seeking Alpha
View Source
Bearish
pluang ai news

Walmart reported accelerated revenue growth and strong eCommerce results in Q1, but U.S. sales momentum is slowing. Despite solid earnings, the company issued cautious guidance for Q2 and the full year, signaling potential sales challenges ahead. Rising material costs and tougher competition from Kroger add pressure on profitability and demand. Given Walmart's high stock valuation, the risk/reward balance appears unfavorable, prompting a continued sell rating.

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