Walmart unveils major leadership reshuffle across key divisions

Walmart ( (WMT) ) just unveiled an update.

Walmart announced a sweeping leadership reshuffle in its core U.S., international and Sam’s Club businesses, reflecting a continued emphasis on omnichannel growth, digital transformation and operational efficiency across its global retail portfolio. Effective February 1, 2026, David Guggina, previously Executive Vice President and Chief eCommerce Officer for Walmart U.S., will become Executive Vice President, President and CEO of Walmart U.S., succeeding John Furner, and will receive an increased compensation package tied heavily to performance-based equity. On January 15, 2026, the company said Kathryn McLay, President and CEO of Walmart International, will depart after remaining in her role through January 31, 2026 and serving in a transitional capacity until April 30, 2026; she leaves a legacy of strong growth, digital advances and leadership development across Walmart International and, previously, Sam’s Club U.S. As part of the same realignment, Christopher Nicholas, formerly head of Sam’s Club U.S. and a seasoned Walmart finance and operations executive, was appointed Executive Vice President, President and CEO of Walmart International effective February 1, 2026, with an enhanced, performance-linked pay structure that underscores the strategic importance of the international division. Also effective that date, longtime Walmart executive Latriece Watkins, most recently Executive Vice President and Chief Merchandising Officer for Walmart U.S., was named Executive Vice President, President and CEO of Sam’s Club U.S., with compensation terms similar in structure to those of her peers, signaling Walmart’s intent to sustain momentum in its membership-club business. All three executives are subject to existing non-compete agreements that restrict them from joining competitors and provide two years of salary continuation if they are terminated without cause, reinforcing leadership stability at a time of ongoing transformation for the retailer and its stakeholders.

The most recent analyst rating on (WMT) stock is a Buy with a $129.00 price target. To see the full list of analyst forecasts on Walmart stock, see the WMT Stock Forecast page.

Spark’s Take on WMT Stock

According to Spark, TipRanks’ AI Analyst, WMT is a Outperform.

The score is driven primarily by strong financial performance and a positive earnings outlook (raised guidance and broad-based e-commerce/advertising growth). Technicals are supportive but not strongly bullish, while the high P/E and modest dividend yield meaningfully temper the overall rating.

To see Spark’s full report on WMT stock, click here.

More about Walmart

Walmart Inc. (Nasdaq: WMT) is a people-led, technology-powered omnichannel retailer operating more than 10,750 stores and multiple e-commerce platforms in 19 countries, serving about 270 million customers and members each week. With fiscal 2025 revenue of $681 billion and a workforce of roughly 2.1 million associates worldwide, the company focuses on helping people save money and live better while maintaining a prominent position in global retail, sustainability, corporate philanthropy, and employment opportunity.

Average Trading Volume: 20,169,931

Technical Sentiment Signal: Buy

Current Market Cap: $956.7B

See more data about WMT stock on TipRanks’ Stock Analysis page.