Walmart Earnings Prediction Market Preview: What Will New CEO John Furner Say?
Key takeaways
- Walmart’s Q2 earnings call will test whether its focus on omnichannel growth and cost management can offset slowing U.S. comps and rising fuel costs, with market expectations leaning toward a modest beat.
- EPS forecast 74 ¢
- Revenue forecast $186.8 billion
- U.S. comps growth <4 %
What happened
Walmart Inc. (NASDAQ: WMT) will report Q2 earnings at 8 a.m. ET, with analysts forecasting earnings of 74 ¢ per share versus 68 ¢ a year ago and revenue near $186.8 billion. The company’s U.S. comparable sales growth is expected to dip below 4 % for the first time since early 2024, and its stock has risen under 3 % this year after a 7 % drop on the May report. Kalshi’s prediction market shows investors betting that CEO John Furner will highlight "Marketplace" (98 %) and "Tariff" (94 %) while…
Why it matters
The earnings preview matters because it signals Walmart’s ability to sustain growth amid slowing U.S. comps and rising costs. A beat could lift the stock and validate the company’s focus on third‑party sellers, advertising, and memberships, while a miss would reinforce concerns about margin pressure from fuel costs…
Short-term and longer-term
Short-term. Short‑term traders should watch the 8 a.m.
Longer-term. Over the next few months, Walmart’s strategy to double its AI shopping agent users and automate half of its U.S.