Anyone interested in WMT at this price, or do you think we’re likely to see more downside?
u/LightGraves ·
Reddit — r/ValueInvesting
· August 20, 2026 at 18:41
· ⬆ 15 pts
· 💬 46 comments
| View on Reddit ↗
AI Summary
Summary
Post summarizes Walmart’s Q2 results, raised FY27 guidance, and tariff refunds being reinvested in lower prices.
Author asks whether WMT is attractive at current levels or likely to see further downside, citing cautious lower-income consumers and fuel-cost pressures.
Quality assessment: Mostly a news recap with an open question; not well-developed original DD or a clear directional thesis.
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[](https://www.tradingview.com/news/DJN_DN20260820008010:0)Walmart (WMT) reported Q2 revenue of $187.9B, up 5.9% YoY, with GAAP net income of $6.37B and adjusted EPS of $0.81. The company raised its FY27 outlook, now expecting net sales growth of 4.0–5.0% and adjusted EPS of $2.80–$2.87. Management also highlighted higher capex and more than $2B in fuel costs.
Walmart received the majority of its $2.9B in tariff refunds and plans to reinvest the proceeds into lower prices and an improved customer experience, particularly across grocery and general merchandise.
CFO John Rainey noted that lower-income consumers remain cautious with spending. Walmart is responding by cutting prices to attract budget-conscious shoppers, while fluctuations in gas prices continue to influence shopping behavior and store traffic.