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What changed in WMT's 10-Q
Source: 10-Q filed 2026-05-29 · compared against 10-Q 2025-12-03. Every passage below is quoted verbatim from the filing itself.
Risk factors
This filing
The Company is participating in the process established by the U.S. Customs and Border Protection for refunds of tariffs
Segment reporting
This filing
Beginning in February 2026, the Company updated its segment allocation methodology for certain corporate overhead allocations and, accordingly, revised the prior period amounts for comparability.
Dividend
This filing
Dividends declared per common share $ 0.99
Comparable sales
This filing
Walmart U.S. comparable sales increased 4.3% for the three months ended April 30, 2026
Macroeconomic conditions
This filing
tariffs and trade restrictions, including potential refunds
Capital allocation
This filing
Allocation of Capital Expenditures ... Total U.S. $5,863
Operating expenses
This filing
certain business reorganization charges of $0.2 billion within the Walmart U.S. segment and Corporate and support
What it means — the analyst reading
The passages above are the company's own words. The plain-English reading of them — what changed, why it matters, and the direction of travel — is part of the Filing Change Monitor.
See the Filing Change Monitor →Compared from narrative excerpts (outlook, risks, MD&A) of both filings — quotes are verbatim from the new filing. Not advice. Source: company SEC filings via stockportfolio.pro. Educational, not investment advice.