Investor Presentaiton
Walmart U.S.
Merchandise category performance details
Category
Comp
Grocery
+high single-digit
Health & Wellness
+ high teens
General Merchandise
- low single-digit
Comments
Strong comps reflected continued market share gains in
dollars and units (according to Nielsen), and growth in
private brand penetration (+40 bps)
Grocery inflation increased +HSD in Q2 (but moderated
400 bps versus Q1), and up +low-20s on a two-year stack
Solid increase in food units sold
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 apparel, home, and
sporting goods
Automotive and back-to-school categories performed well
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