BENTONVILLE, AR - Walmart recently provided a recap of its 2025 investment meeting, and let me tell you—it was all about transformation, scale, and serious confidence. Doug McMillon, President and Chief Executive Officer, kicked things off by leaning into Walmart’s ability to adapt.

“While in the short term we are not immune to some of the effects businesses face in today’s operating environment, we are uniquely positioned to play offense,” McMillon said in a press release. “Changes we’re making to our business add even more strength and flexibility for our future. We’re an ‘and’ company. We’re people and tech; stores and eCommerce; innovation and execution.”

From there, the message was clear: Walmart’s got the tools to grow profit faster than sales, and it’s banking on digital plays like advertising, Fintech, and data to do it. CFO John David Rainey broke it down—eCommerce is on track to turn a profit this year in the U.S., and newer segments are driving real margin lift.

Walmart International? Aiming to hit $200 billion GMV and double profits by 2028. Sam’s Club? Planning to double membership and remodel all 600 clubs with future-forward tech. And Walmart U.S.? It’s investing heavily in automation, fulfillment, and omnichannel speed to keep reaching 95% of households in under three hours.

For more from the press release, click here.

The outlook was optimistic and sharp, and if you're tracking how major retailers are evolving in this space, you’ll want to keep your eyes here. And of course, keep checking in with ANUK for more insights on how these big shifts ripple through the industry.