Walmart stock returned 11.4% over the past month, while the S&P 500 slipped 1.0%, though it remains down 7.3% over six months. Management has guided for 3% to 3.75% sales growth in fiscal Q3 2027, which will be reported in November 2026, and expects Flipkart's Big Billion Days event to cut more than 100 basis points from that quarter's sales growth, with a similar amount added in fiscal Q4. Drug price rules are expected to cut about 125 basis points from Walmart U.S. comparable sales in fiscal 2027, and management expects more than $2 billion of extra fuel-related costs beyond its original plan, against $32.3 billion of operating income over the last twelve months. Walmart raised its full-year fiscal 2027 sales growth guidance to 4% to 5%, and its February 2027 report will show whether it meets that target. The stock's largest fall over the past year was 23.5%, from May 19 to August 27, 2026, with a 9.2% drop on August 20.
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