Investor Presentaiton
Sam's Club U.S. Comp Sales
Net sales with fuel -0.3%, Net sales without fuel +5.3%, eCommerce +18%
17.5%
9.5%
12.7%
11.9% 12.2%
10.0%
•
7.0%
5.5%
•
4.2%
(0.2)%
Strong comp sales driven by solid increases in
ticket, transactions, and units sold
о
о
Ticket without fuel +2.5%
Transactions without fuel +2.9%
Strength in food and consumables, and
healthcare
Gained market share in grocery and general
merchandise, including apparel, home, and
toys (according to Circana)
• eCommerce +18%, led by curbside
Scan & Go penetration is up nearly 570 bps
Q2 FY23
Q3 FY23
Q4 FY23
Q1 FY24
Q2 FY24
•
With fuel
Without fuel
eComm Cont.
without fuel
~170bps
~120bps
~120bps
~160bps
~150bps
'Comp sales for the 13-week period ended July 28, 2023 compared to the 13-week period ended July 29, 2022.View entire presentation