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Wal-Mart de Mexico (WMMVY)
OTHER OTC:WMMVY
Earnings Data
Report Date
Apr 29, 2026TBA (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.43Last Year’s EPS
0.38Same Quarter Last Year
Moderate Sell
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call was cautiously optimistic. Management highlighted several operational and strategic wins — profitable new businesses (Byte), steady contribution to margins from new ventures, strong on-demand e-commerce growth (~20%), progress on private label penetration (mid-20s target), SKU rationalization (~30% cuts in small formats) and planned e-commerce network expansion (adding >20 cities). At the same time, executives emphasized a soft near-term macro environment, slight traffic weakness with ticket-led growth, a slowdown in extended-assortment e-commerce (mid-single-digit growth) driven by weak 1P categories and ongoing operational work to reduce shrink and complete One Hallway integration. Overall, positives around new-business monetization, operational initiatives, and readiness for a potential macro recovery slightly outweigh the near-term headwinds and execution risks.Company Guidance
New businesses contributing to margin expansion
Management noted that new businesses (e.g., Byte, financial solutions, Walmart Connect) have been contributing roughly ~20 basis points quarter-on-quarter to gross margin (the call referenced a ~15 bps improvement in Mexico tied to other businesses). Financial solutions and Byte were key contributors in the quarter.
Byte is profitable and driving higher customer spend
Byte is already a profitable business and management expects it can reach operating margins in line with the rest of the company in the near term. Byte customers have an average ticket more than 2x that of non-Byte customers, supporting higher spend and frequency.
Strong on-demand e-commerce growth
On‑demand (fulfillment) e-commerce grew almost 20% year-on-year, reflecting improved pick/fulfillment performance and growing customer adoption of on-demand services.
Private brands and EDLP strategy gaining traction
Private label penetration showed 'good evolution' in Q4, played a key role in Bodega's strong Q4 performance, and is a central part of the enhanced EDLP strategy. Management reiterated a mid-20s percentage penetration target for private brands (midterm, with focus on Bodega).
SKU rationalization to improve availability and price perception
Walmex is reducing SKUs in smaller formats (Bodega Aurrera Express and Mi Bodega) by about 30% to devote space to high-selling items, improve on-shelf availability, and strengthen price perception and customer experience.
E-commerce operational expansion and reach
Management is expanding e-commerce reach and speed — adding more than 20 cities next quarter, mapping stores, improving on-hand accuracy and modular integrity, and progressing One Hallway integration to broaden assortment and fulfillment capability over time.
Improving macro outlook for 2026
The company expects a gradual improvement in the macro environment with GDP growth for Mexico forecast near ~1.5% for 2026 (compared with ~0% in 2025), which management believes will benefit Walmex if the company is prepared.
WMMVY Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
WMMVY Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 18, 2026 | $34.34 | $34.46 | +0.35% |
Oct 22, 2025 | $32.62 | $32.99 | +1.15% |
Jul 16, 2025 | $29.84 | $27.73 | -7.08% |
Apr 29, 2025 | $31.15 | $29.90 | -4.01% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Wal-Mart de Mexico (WMMVY) report earnings?
Wal-Mart de Mexico (WMMVY) is schdueled to report earning on Apr 29, 2026, TBA (Confirmed).
What is Wal-Mart de Mexico (WMMVY) earnings time?
Wal-Mart de Mexico (WMMVY) earnings time is at Apr 29, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is WMMVY EPS forecast?
WMMVY EPS forecast for the fiscal quarter 2026 (Q1) is 0.43.