Is The Consumer Cracking? - 08/25/26

Walmart beat earnings expectations.

Walmart beat revenue expectations.

Walmart raised its full-year outlook.

And then the stock got CRUSHED!

So what happened?

In today's episode, we're diving into a great viewer question about Walmart and whether the recent selloff was justified. But to really answer that question, we need to look beyond Walmart's earnings report and ask a much bigger question:

Is the American consumer finally starting to crack?

Walmart's latest quarter gave Wall Street plenty to think about. U.S. comparable sales grew just 2.6%, the slowest pace in six years and well below expectations. At the same time, the company's e-commerce business grew 24%, earnings beat expectations, and management actually raised its full-year outlook.

So why did investors wipe more than $80 billion from Walmart's market value?

Because the market isn't simply looking at what Walmart earned yesterday.

It's trying to figure out what the consumer will do tomorrow.

We'll dig into: