Walmart online sales grew among each of its segments in its fiscal Q1 2027, “with delivery speed a key catalyst for growth around the world,” according to chief financial officer John David Rainey.
Total Walmart revenue in its fiscal Q1 2027, which ended April 30, reached $177.75 billion. That was a 7.3% increase year over year from about $165.61 billion. Memberships accounted for about $2.07 billion of Walmart’s revenue in Q1, a 27% increase from about $1.63 billion the year before.
Sales from the U.S. accounted for 65.9% of Walmart’s total in Q1, at $117.2 billion. That was 4.5% year-over-year growth from $112.2 billion.
Walmart International sales in Q1 reached $35.1 billion in Q1 (19.7% of total), growing 18% year over year from $29.8 billion. Meanwhile, Sam’s Club sales in Q1 accounted for about 13.2% of Walmart’s total. Sam’s Club sales reached $23.4 billion in Q1, growing 6.1% year over year from $22.1 billion.
Walmart revenue from its membership fees grew 17.4% globally in Q1. Members of the Walmart+ loyalty program generally spend four times as much as non-members, Rainey said. In addition, he noted that they also make seven times more ecommerce visits than non-members.
“We saw strong growth in ecommerce, including advertising and marketplace,” said CEO John Furner on Walmart’s Q1 earnings call. “We’re gaining market share, and growth in transactions and units is driving the top line. Transaction growth in the U.S. was the strongest we’ve seen in six quarters.”
Walmart is No. 2 in the Top 2000. The database is Digital Commerce 360’s ranking of North America’s online retailers by their annual ecommerce sales.
Walmart is also No. 8 in the Global Online Marketplaces. That database ranks the top such marketplaces by third-party gross merchandise value (GMV).
Walmart online sales in Q1 2027
Global Walmart online sales in its fiscal Q1 2027 increased 26% year over year. That’s the fifth straight quarter that Walmart ecommerce sales growth exceeded 20%.
The retailer attributed that growth to store-fulfilled pickup and delivery as well as its online marketplace.
In the U.S., Walmart’s online sales in Q1 also grew 26%. Internationally, Walmart’s ecommerce sales increased 27% year over year. Meanwhile, Sam’s Club ecommerce sales increased 23% year over year.
Sales from Walmart’s online marketplace in the U.S. grew nearly 50%, Furner said. That growth rate was Walmart Marketplace’s fastest in two and a half years, Rainey said.
“I like how we’re partnering with sellers to help them grow their business with us and this isn’t just about marketplace,” Furner stated. “Through services like advertising and fulfillment, they’re leveraging the tools we built to make their businesses even stronger.”
Each of those services ties into Walmart’s ecommerce sales. It uses its retail media network, Walmart Connect, to enable sales across the retailer’s ecommerce website, mobile app and online marketplace. Meanwhile, Walmart Fulfillment Services (WFS) provides delivery for merchants selling through those same channels.
“We’re seeing incremental growth as we’ve accelerated the speed of delivery promise through our Walmart Fulfillment Services,” Rainey said. “Units shipped same day or next day through WFS grew nearly 150% in Q1. Now, we’re deploying these global marketplace capabilities outside the U.S., including Walmex and Canada.”
In China, Walmart ecommerce sales grew more than 30% year over year. And in Asia overall, Walmart saw more than 10% growth in ecommerce operating income, Rainey said.
“We feel like we’re just getting started in learning about what the future state of quick commerce and marketplace could look like in the Americas,” Rainey told investors.
Walmart delivery speeds in Q1
Furner also said Walmart is “getting faster and more reliable” in fulfilling online orders. In Q1, it delivered more than 3.5 billion units globally for same- or next-day arrival.
In the U.S., Walmart deliveries increased 45% year over year. Across the country, Walmart sales using store-fulfilled delivery have more than doubled over the past two ears. And Walmart completed more than 36% of all U.S. store-fulfilled deliveries in less than three hours, executives said.
Walmart has automated about half of its ecommerce fulfilment center volume in the U.S., Furner said. Additionally, more than 60% of stores receiving “some level of freight” from automated distribution centers, he said.
Rainey said Walmart deliveries can now reach about 60% of the U.S. population in 30 minutes or less.
Meanwhile, at Sam’s Club in the U.S., delivery from physical locations grew by more than 90% in Q1.
In India, Walmart’s Flipkart now operates more than 800 micro fulfillment centers for fast delivery, which Furner referred to as Flipkart Minutes. Those centers are delivering items in less than 13 minutes, on average, Furner said.
In China, Walmart delivered more than 500 million units in Q1. About three-quarters of them arrived in less than an hour, Furner said.
“Our store and club network, more than 10,900 locations, continues to be a key advantage,” Furner said. “It serves as a physical infrastructure that enables speed at a cost structure that is both attractive and improving. As the economics continue to improve, speed becomes an engine of operating leverage, not just a better experience for customers and members.”
Percentages may not align due to rounding. Check back for more earnings reports. See our previous article on Walmart online sales.
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