Walmart’s Q4 Momentum Boosts Outlook for Beauty and Personal Care

THE WHAT? Walmart reported a solid fourth quarter with revenue growth of 4.1% (5.3% in constant currency) and operating income outpacing sales at 8.3% (9.4% adjusted). Key highlights include a 16% rise in global eCommerce, a 29% surge in the global advertising business, and membership-driven margin gains—factors that could support Walmart’s ongoing expansion in beauty and personal care.

THE DETAILS

• Revenue & Profit: Fourth-quarter revenue reached $180.6 billion, driven by higher gross margins and membership income. Adjusted EPS came in at $0.66, excluding effects from equity investments and legal settlements.
• eCommerce Performance: Online sales grew 16% globally, aided by strong store-fulfilled pickup and delivery services. The surge positions Walmart to attract beauty consumers seeking the convenience of multi-channel shopping.
• Operational Strength: Gross margin rate increased by 53 basis points, and the company attributes part of this boost to improved eCommerce economics. Walmart’s U.S. business showed healthy in-stock levels, underscoring its capacity to meet steady demand in categories including cosmetics and personal care.
• Looking Ahead: The company released guidance for Q1 and FY26, anticipating continued growth and further enhancements across its digital ecosystem. Walmart also announced a dividend raise of 13% to $0.94 per share, its largest increase in more than a decade, indicating confidence in ongoing expansion.

THE WHY?  By strengthening its digital platforms and store experience, Walmart is positioning itself as a go-to for beauty and personal care shoppers who prize both convenience and value. The robust financials suggest ample runway for Walmart to invest in product assortment, marketing, and omni-channel capabilities, reinforcing its competitive edge in an evolving beauty market.

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