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Walmart Q3 Earnings: Revenue Beat, ECommerce Growth Shines, Issues Bullish Outlook For FY25

Walmart Q3 Earnings: Revenue Beat, ECommerce Growth Shines, Issues Bullish Outlook For FY25

沃爾瑪第三季度業績:營業收入超出預期,電子商務增長亮眼,對2025財年的前景看好
Benzinga ·  2024/11/19 21:04

Walmart Inc (NYSE:WMT) shares are trading higher on Tuesday after the company announced third-quarter results and raised its fiscal-2025 guidance.

沃爾瑪公司(紐交所:WMT)的股價週二上漲,因該公司宣佈了第三季度業績,並提高了其2025財年指引。

The retailer reported adjusted EPS of 58 cents, beating the consensus of 53 cents.

該零售商報告的調整後每股收益爲58美分,超過了53美分的共識。

Sales were $169.59 billion, up 5.5% year over year or 6.2% (at constant currency), beating the consensus of $167.72 billion.

銷售額爲1695.9億美元,同比增長5.5%,或6.2%(按恒定匯率計算),超過了1677.2億美元的共識。

The gross margin rate was up 21 bps, aided by improvement in the Walmart U.S.

毛利率上升了21個點子,得益於沃爾瑪美國業務的改善。

Operating income was up $0.5 billion, or 8.2%, and up 9.8% year over year (at constant currency) on higher gross margins, growth in membership income, and reduced eCommerce losses.

營業利潤增加了5億美元,增長了8.2%,同比增長了9.8%(按恒定匯率計算),受益於較高的毛利率、會員收入增長和電子商務虧損的減少。

Global eCommerce sales rose 27%, driven by store-fulfilled pickup and delivery as well as marketplace growth. Global advertising business grew 28%, including 26% for Walmart Connect in the U.S.

全球電子商務銷售額增長了27%,得益於商店提供的自提和送貨以及市場增長。全球廣告業務增長了28%,其中沃爾瑪美國的沃爾瑪連接增長了26%。

Walmart U.S same-store sales climbed by 5.3% year over year, excluding fuel, aided by strong broad-based growth in merchandise categories and physical and digital channels.

沃爾瑪美國同店銷售同比增長了5.3%,不計入燃油價格因素,得益於商品類別和實體及數字通道的強勁全面增長。

Read: Will Walmart's Streak Of Earnings Beats Continue Tuesday? Analysts Say Retailer A 'Core Holding'

閱讀:沃爾瑪的盈利連擊是否會在週二繼續?分析師表示該零售商是「核心持股」。

At Sam's Club, same-store sales rose 7.0% year over year, excluding fuel, led by food and health and wellness categories, along with increased transactions and unit volumes.

在Sam's Club,去除燃料後,同店銷售額同比增長7.0%,主要由食品、健康和健康分類帶動,加上交易量和銷售額的增加。

Doug McMillon, President and CEO, said, "In the U.S., in-store volumes grew, pickup from store grew faster, and delivery from store grew even faster than that. Our teams are executing and delighting our customers and members with the value and convenience they expect from Walmart."

總裁兼首席執行官道格·麥克米倫表示:「在美國,實體店銷量增長,從店內提貨增長更快,而從店內送貨的增長甚至更快。我們的團隊正在執行,爲沃爾瑪的客戶和會員提供他們期望的價值和便利。」

Walmart generated an operating cash flow of $22.9 billion and free cash flow of $6.2 billion in nine months ended October 31, 2024. It ended the quarter with cash and equivalents of $10.0 billion.

沃爾瑪在截至2024年10月31日的九個月內實現了229億美元的營運現金流和62億美元的自由現金流。該季度結束時,現金及現金等價物爲100億美元。

Guidance: For FY25, the big box retailer raised its adjusted EPS outlook to $2.42 – $2.47 (from $2.35 – $2.43), vs. the consensus of $2.45.

指引:對於FY25,這家大型零售商將其調整後的每股收益展望上調至2.42美元-2.47美元(原2.35美元-2.43美元),預期爲2.45美元。

Walmart boosted FY25 net sales (at constant currency) growth guidance to 4.8% – 5.1% from 3.75% – 4.75% earlier.

沃爾瑪將FY25淨銷售額(按恒定貨幣)增長指引提高至4.8%-5.1%,而之前爲3.75%-4.75%。

Investors can gain exposure to the stock via Vanguard Consumer Staples ETF (NYSE:VDC) and Fidelity MSCI COnsumer Staples Index ETF (NYSE:FSTA).

投資者可以通過Vanguard Consumer Staples ETF(紐交所:VDC)和Fidelity MSCI消費者食品指數ETF(紐交所:FSTA)獲得該股票的曝光。

Price Action: WMT shares are up 3.59% at $87.10 premarket at the last check Tuesday.

價格走勢:截至上週二最後一次檢查時,沃爾瑪的股票預盤上漲3.59%,報87.10美元。

Image by Sundry Photography on Shutterstock

Shutterstock上的圖片,由Sundry Photography提供

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譯文內容由第三人軟體翻譯。


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