沃尔玛发布第二季度财报，美国可比销售增长率仅为2.6%，较第一季度的4.1%明显下滑，创下过去6年来最低水平1。这一疲弱表现反映出低收入消费者面临的财务压力加剧，导致公司股价暴跌超8%。
尽管季度财务数据中存在亮点，但沃尔玛对未来的预期依然保守。排除药房类别后，可比销售增长为3.4%，低于分析师预期的3.8%1。季度净利润达63.7亿美元，每股收益80美分（调整后81美分），超过市场预期的74美分，但这部分得益于获得的29亿美元关税退款，公司将其用于临时降低11,000种商品价格1。销售额增长5.9%至1879.4亿美元，也超过分析师预期的1866.2亿美元1。
美国电子商务业务表现强劲，增长率达24%，现已占整体美国业务的23%，而五年前这一比例仅为11.5%1。公司首席财务官约翰·戴维·雷尼表示，"汽油价格超过4美元时，公司能感受到这一影响"1。当前汽油价格已达每加仑4.10美元，沃尔玛预计全年燃料成本将增加20亿美元1。
面对这些挑战，沃尔玛调整了全年指引。第三季度每股收益预期为62-64美分，销售增长预期为3%-3.75%1；全年每股收益预期为2.80-2.87美元，销售增长预期为4%-5%1。目前沃尔玛每周吸引超过1.5亿客户访问其网站或进店1。
Walmart posted its weakest comparable sales growth in six years during the second quarter, raising concerns about the financial health of low-income consumers.1 U.S. comparable sales grew 2.6% in the quarter, down from 4.1% in the first quarter.1 Excluding the pharmacy category, comparable sales rose 3.4%, falling short of Wall Street's forecast of 3.8%.1 The disappointing performance sent the retailer's stock tumbling more than 8%, weighing on broader market sentiment.1
Despite the sales slowdown, Walmart's quarterly net profit reached $6.37 billion, supported by a $2.9 billion tariff refund that the company used to temporarily reduce prices on 11,000 items.1 Earnings per share hit 80 cents on a reported basis, or 81 cents adjusted, surpassing Wall Street's expectation of 74 cents.1 Total sales grew 5.9% to $187.94 billion, exceeding analyst estimates of $186.62 billion.1 U.S. e-commerce business accelerated with 24% growth and now accounts for 23% of total U.S. operations, compared with 11.5% five years earlier.1
Looking ahead, Walmart struck a cautious tone with its guidance.1 For the third quarter, the company projects earnings per share between 62 and 64 cents and sales growth of 3% to 3.75%.1 Full-year earnings per share are expected to range from $2.80 to $2.87, with annual sales growth projected at 4% to 5%.1 The company also flagged a headwind: fuel costs are anticipated to increase by $2 billion for the year, and gasoline prices have reached $4.10 per gallon.1 Chief Financial Officer John David Rainey noted that "the company can feel the impact when gas prices exceed $4 per gallon."1 Walmart serves more than 150 million customers weekly through its website and stores.1
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