Quick Read – Walmart’s eCommerce jumped 26% and marketplace sales nearly 50% while P&G faces a $400M annual tariff hit with only 3% organic growth. – Walmart trades at 40x earnings versus P&G’s 21x, but P&G’s 136-year uninterrupted dividend streak makes it the anchor for…
come-focused investors. – Walmart’s capex surged 34% to $6.7B, temporarily pushing free cash flow negative while funding the ad and marketplace flywheel behind its 21% one-year gain. – 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) and Procter & Gamble (NYSE:PG) both just delivered results that reveal how two consumer defensive giants navigate the same tariff-heavy backdrop from opposite ends of the aisle. Walmart owns the shelf and the customer. P&G supplies the brands sitting on that shelf.
Comparing their most recent quarters shows why one is accelerating while the other quietly leans on pricing and productivity to hold the line. Omnichannel Momentum Meets Beauty-Led Defense Walmart’s Q1 FY27 landed on May 21, 2026 with revenue of $175.68 billion, up 6.08% year over year, and adjusted EPS of $0.66. The real story sits underneath: global eCommerce grew 26% and now represents 23% of total net sales, marketplace sales jumped nearly 50%, and global advertising climbed 37%.