Walmart’s advertising business accelerated in Q2, buoyed by its $2.3 billion Vizio acquisition, which expanded video and data capabilities. Retail media revenue jumped 46% globally and 31% in the U.S., complementing e-commerce growth of over 25%. Executives highlighted advertising and memberships as key buffers against tariff-driven price pressures.
Key Takeaways
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Ad business growth accelerates: Walmart’s global advertising revenue rose 46% year-over-year, underscoring retail media’s role as a core profit driver.
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Vizio integration pays off: The acquisition is strengthening Walmart’s video and data capabilities, supporting convergence of retail media and connected TV.
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E-commerce momentum boosts outlook: U.S. and global e-commerce sales climbed over 25%, alongside Walmart+ traction, prompting higher full-year guidance.
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