Adjusted EPS Financial Overview
Walmart U.S.
Merchandise category performance details
Category
Comp
Grocery
+low double-digit
Health & Wellness
+ high teens
General Merchandise
- mid single-digit
•
Comments
Strength in food (+LDD) reflected continued market share
gains (according to Nielsen), including from higher income
households, and growth in private brand penetration
(+110bps)
Food inflation increased +LDD in Q1 and was up +mid-20s
on a two-year stack
Food units sold increased year-over-year
Consumables led by strength in pet and personal care
products due in part to inflation
Strong pharmacy sales reflected increased script counts,
higher mix of branded versus generic prescriptions,
strength in immunizations, and branded drug inflation
W+
General merchandise sales reflected softness in
discretionary categories including home, electronics and
apparel
Automotive and seasonal performed well
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