The No. 1 Reason to Buy and Hold Walmart Forever Has Virtually Nothing to Do With Its Brick-and-Mortar Stores Quick Read – Walmart (WMT) digital advertising rose 37% and marketplace sales surged nearly 50%, together accounting for a quarter of company profits. – Walmart’s $30…
llion buyback program and $14.92 billion in free cash flow are the real compounding engine, not its 0.80% dividend yield. – Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Walmart didn’t make the cut. Grab the names FREE today
Walmart (NYSE:WMT) fits the profile of a multi-decade compounder because the company has quietly built a high-margin digital flywheel that now compounds independently of any single store it operates. The forever case rests on what is happening behind the storefront. Global advertising revenue rose 37% last quarter, with Walmart Connect up 44% excluding VIZIO.
Membership fee revenue grew 17.4% globally, and Sam’s Club raised membership fees effective May 1, 2026. Marketplace sales climbed nearly 50%, the best showing in 10 quarters, and e-commerce now accounts for 23% of total net sales. As former CFO John David Rainey put it, advertising and membership together already represent “a quarter of our profits”.