Walmart reported first-quarter fiscal 2027 U.S. comparable sales growth of 4.1%, with transactions up 3% and average ticket up 1.1%. The company has about 7,200 rollbacks in place, up more than 20% year over year, as it leans into value to help budget-conscious shoppers. Higher-income customers continue to spend confidently, and Walmart recorded broad-based share gains across income tiers, led by upper-income households. Kroger's identical sales excluding fuel rose 1% in the quarter, while Target's comparable sales increased 5.6% with comparable traffic up 4.4%. Walmart shares have risen 14.5% over the past year, and the stock trades at a forward price-to-earnings ratio of 37.3.
Walmart Inc.Walmart reports strong comparable sales growth and share gains across income tiers, indicating robust customer demand.
Kroger Company
Target Corporation