Walmart online sales led total revenue growth in its fiscal Q3 2026, particularly in the United States, the retailer said.

During its fiscal Q3 2026, Walmart total revenue reached about $179.5 billion. That’s 5.8% growth compared to $169.59 billion the year before. Walmart’s fiscal Q3 2026 ended Oct. 31, 2025.

Of that $179.5 billion, $120.7 billion (or 67.2%) of Walmart sales came from the U.S. in Q3. Walmart said ecommerce growth led Q3 sales momentum in the U.S. Also in the U.S., Walmart comparable sales grew 4.5% in Q3, as the number of transactions rose 1.8% and average order value (AOV) increased 2.7%.

“As we look at our customers and members here in the U.S., they’re still spending with upper and middle income households driving our growth,” current president and CEO Doug McMillon told investors on Walmart’s Q3 earnings call. “We continue to benefit from higher income families choosing to shop with us more often.”

McMillon, who will be leaving his CEO role in early 2026,  said middle-income households “have been steady.” He added that Walmart has worked to provide “greater value” to lower-income families to “help them stretch their dollars further.”

John Furner, current president and CEO of Walmart U.S., will succeed McMillon as the incoming president and CEO at Walmart Inc.

Internationally, Walmart sales reached $33.5 billion (or about 18.7%) of its total revenue. Meanwhile, Sam’s Club accounted for $23.6 billion (or 13.1%) of Walmart Q3 sales.

Overall, Walmart membership income increased 17% in Q3. Internationally, it grew 34%, which the retailer attributed to growth from Sam’s Club in China.

Walmart is No. 2 in the Top 2000. The database is Digital Commerce 360’s ranking of North America’s online retailers by their annual ecommerce sales.

Walmart is also No. 8 in the Global Online Marketplaces. That database ranks the top such marketplaces by third-party gross merchandise value (GMV).

Walmart online sales in Q3 2026

In Q3 of its fiscal 2026, total Walmart online sales increased 27% year over year. That marks the 14th straight quarter in which Walmart ecommerce sales grew more than 10% year over year.

Walmart attributed that growth to store-fulfilled pickup, delivery and its online marketplace.

McMillon noted that each of Walmart’s segments grew ecommerce sales by more than 20%. In the U.S., Walmart ecommerce sales grew 28% in Q3. That included Walmart’s online marketplace sales growing 17%. That’s the seventh consecutive quarter in which Walmart U.S. ecommerce sales grew more than 20% year over year.

Walmart’s international ecommerce sales grew 26% in Q3. McMillon noted that about a third of Walmart’s business outside the U.S. is digital. And in China, specifically, it’s half. About 80% of Walmart ecommerce orders in China arrive in less than an hour, he said.

“China is more advanced in terms of digital retail than anywhere we operate, and there’s always a lot to learn that helps inform what we do around the world,” McMillon said.

Chief financial officer John Rainey said Walmart’s online order delivery has gotten faster in each of its markets. In the U.S., it delivered about 35% of store-fulfilled orders in less than three hours. Sales through such expedited channels increased nearly 70% in the quarter, he added.

Sam’s Club ecommerce sales in Q3 2026

In Q3, Sam’s Club ecommerce sales grew 22%. That compares to 3.8% comparable sales growth in the quarter, excluding fuel.

“Members continue to engage more digitally, both inside the club using Scan & Go as well as through the convenience of curbside pickup and delivery options,” Rainey said.

He noted that 36% of members adopted Scan & Go in Q3. That’s a 4.5% increase compared to the same quarter a year ago. Sam’s Club-fulfilled delivery grew triple digits in the quarter, though Walmart did not specify the growth.

Rainey said Sam’s Club is enhancing member benefits related to ecommerce. Curbside pickup is free for all members, with no minimum purchase requirements. It has also leveraged Walmart’s Spark driver platform to pick and fulfill delivery orders, he said. That has accelerated delivery speed, according to Rainey, as well as contributing to stronger Sam’s Club ecommerce sales and improved average delivery times.

Christopher Nicolas, CEO of Sam’s Club U.S., said the shift to free pickups has led to a 20% increase in consumers adopting the service.

Sam’s Club membership income in the U.S. grew 7% in Q3.

How Walmart is approaching AI and agentic commerce

McMillon said Walmart is using artificial intelligence (AI) to build toward an ecommerce experience that is “more personalized and relevant,” multimodal and contextual.

As far as multimodal goes, he referred to voice, text, image and video experiences that are “more conversational.”

“Interacting with our app will include improved imagery, short-form video, livestreaming and interaction with influencers,” McMillon said. “Ads will still be present, but in a more contextual and helpful way, surfacing as recommendations or sponsored bundles that add value. There’ll be attention capture and decision influence through data.”

He also referred to Walmart’s partnership with OpenAI that lets both Walmart and Sam’s Club consumers shop directly through ChatGPT.

“This starts relatively simplistically with the checkout process,” McMillon said. “It will become more immersive, integrated and seamlessly connected [with] experiences that bring Walmart closer to customers in new ways.”

McMillon said agentic commerce “will be a very important growth aspect or channel” for Walmart, but not the only one.

“We say omnichannel these days, and I think people frequently think of just stores and [ecommerce], but social commerce and all kinds of forms of shopping are happening today,” he said. “And I think we’re well set up to be able to participate in all those channels going forward.”

Furner said one way Walmart is using agentic AI is to help people think about products they may want to reorder. Agentic AI also helps Walmart maintain the accuracy of its catalog and find gaps in its product assortment, he said.

Kathryn McLay, CEO of Walmart International, said the retailer tests new capabilities in different markets. Among them is a feature it’s testing in Chile in which Walmart creates orders for consumers based, at least in part, on in-store shopping data.

Walmart will then send those consumers a WhatsApp prompt to ask if they’re interested in buying the basket it suggested. They can go to the app, see the items in the cart and “have full agency: over whether they accept or modify it. That has become about 20% of the Walmart’s ecommerce business in Chile so far, she said.

Walmart improves fulfillment efficiency

Rainey said Walmart has seen improved efficiency in its fulfillment economics.

In the U.S., more than 60% of Walmart stores receive some freight from automated distribution centers, he said. And it has automated more than 50% of its ecommerce fulfillment center volume. That drives better unit productivity and helps lower Walmart’s cost to serve, Rainey said.

He added that Walmart’s shipping costs have been “down consistently for many quarters in the 30% range. This was another quarter where we saw double-digit improvements. And that really helps our ecommerce economics.”

Percentages may not align due to rounding. Check back for more earnings reports. See our previous article on Walmart online sales.

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