E-commerce ProfitabilityE-commerce profitability is expected within the next few years, led by third-party profitability and reduced losses in first-party.
Membership GainsSam's Club is seeing strong membership gains, particularly among Gen Z and Millennials, with digital enhancements like curbside pickup and Scan & Go boosting transactions.
Supply Chain AutomationWalmart's investments in supply chain automation should start to bear fruits and increase overall labour productivity.