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Walmart's Q4 Outlook Clouded by Consumer Spending Concerns: JP Morgan Analyst

Walmart Inc (NYSE:WMT) shares are trading higher on Thursday after the company announced strong second-quarter 2025 results and raised full-year guidance. The retailer reported adjusted EPS of $0.67 (+9.8% Y/Y), beating the consensus of $0.64 and sales of $169.34 billion, surpassing the consensus of $168.57 billion. Walmart expects third-quarter adjusted EPS of $0.51 to $0.52 versus a consensus of $0.55, and its net sales to grow 3.25% – 4.25% in CC. JP Morgan analyst Christopher Horvers has an Overweight rating on WMT. The analyst anticipates a positive stock price reaction today, given concerns about the consumer market and fears of a slowdown at the end of the second quarter, coupled with strong ...