Walmart Inc. (NYSE: WMT) beats Q2 FY2027 adjusted Non-GAAP EPS consensus of $0.75 per share on August 20, 2026 (pre-market, confirmed by Walmart press release)
Hit
✦ AI-generated prediction
Published on 24. July 2026
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Predicted for 20. August 2026
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Based on: Statistical Pattern
Walmart reports Q2 FY2027 results (May–July 2026 period) on August 20, 2026 (pre-market). Analyst consensus: $0.75 EPS. Walmart's own Q2 guidance was $0.720–$0.740, so consensus already prices in a ~$0.01–$0.03 beat above guidance. Consumer backdrop was robust: UK Retail Sales June +1.0% MoM (ONS); US consumer spending stable. Walmart benefits structurally from Walmart+ subscriptions, Walmart Connect advertising, and resilient grocery. Risk: margin pressure from new Section 301 import tariffs (July 2026).
Data basis for this prediction
- DailyPolitical.com: 'Walmart (NASDAQ:WMT) Updates Q2 2027 Earnings Guidance — $0.720–$0.740 EPS guidance, report date August 20, 2026' (Mai 2026)
- Analyst consensus EPS für Q2 FY2027: 0,75 USD (FactSet/Zacks, Stand Juli 2026)
- ONS UK Retail Sales Juni 2026: +1,0 % MoM (veröffentlicht 24. Juli 2026) — Proxy für Konsumentenstärke
Note: This is an AI-generated statistical forecast for entertainment and information purposes. It does not constitute investment advice or a recommendation to buy or sell any financial instrument.
Verdict: Hit
Walmart berichtete am 20. August 2026 für Q2 FY2027 ein bereinigtes Non-GAAP-EPS von 0,81 USD – deutlich über dem Konsens von 0,75 USD (und sogar über der höheren Schätzung von ~0,74 USD lt. einigen Quellen). Die Vorhersage trat klar ein. Treiber des Beats waren jedoch weniger das organische Retail-Momentum, sondern v.a. Zollrückerstattungen (Section 301-Tariff Refunds), die die Bruttomarge stark aufbläuten, sowie Wachstum bei eCommerce (+23 %), Werbeumsätzen (+38 %) und Mitgliedschaften (+17 %). Walmart hob zudem den Jahresausblick an. Die Aktie fiel trotzdem ca. 9 %, da der Markt die Qualität des Beats (einmalige Zolleffekte, schwache US-Store-Comp-Sales) skeptisch bewertete. Quellen: [Chain Store Age](https://chainstoreage.com/walmart-beats-street-q2-eps-revenues-misses-us-comp-sales), [Investing.com Transcript](https://www.investing.com/news/transcripts/earnings-call-transcript-walmart-beats-q2-2026-forecasts-shares-sink-89-93CH-4870025), [TradingView/Zacks](https://www.tradingview.com/news/zacks:e3ad13fd9094b:0-walmart-q2-earnings-top-estimates-fiscal-2027-view-lifted/)
📈 Economy
✦ AI
The S&P 500 closed at 7,591 on 10 September 2026 (-0.59%), weighed by high oil prices (Brent $105.71) and US-Iran tensions. The probability of a 25bp FOMC rate hike on 16 September stands at 62% (CME FedWatch), Kalshi 57%, Polymarket 56% – largely priced in. Historically, markets react more moderately to anticipated rate moves than to surprises. The 7,500 threshold equals a 1.2% drop over seven trading days – unlikely from an anticipated hike alone. Main risk: hawkish FOMC statement or acute Gulf escalation.
📈 Economy
✦ AI
The S&P 500 closed at 7,636.36 on 9 September 2026. Falling below 7,450 by month-end would require a 2.4% decline. Headwinds: Fed rate hike of 25bp on 16 September (CentralBank.Watch: 59% probability), August PPI above expectations (+5.4% YoY), Iran-Gulf risk premium. Stabilizing factors: hike largely priced in (Polymarket: 93% for zero 2026 cuts), Q2 earnings solid, no recession signals. Historically, a single 25bp September hike rarely causes a monthly decline above 2.5%.
📈 Economy
✦ AI
The DAX closed at 25,562 points on September 9, 2026. A gain of +1.7% is required by month-end. Headwinds: ECB rate hike to 2.50% (September 10), 53% FOMC hike probability (September 16), persistently high oil prices (~$101/barrel Brent) weigh on energy-intensive DAX heavyweights. Tailwinds: strong SAP cloud growth expected, robust US demand, EUR/USD at 1.1644 benefits exporters. Implied 30-day volatility (VDAX): ~16%, corresponding to a σ range of roughly ±5.5% by month-end — the 26,000 level falls within the central distribution.