2026-02-24——
Walmart reports 41% advertising revenue growth in Q4 fiscal 2026
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Walmart's retail media business grew advertising revenue 41 percent year over year in the fourth quarter of fiscal 2026, according to the company's latest earnings report covered on February 24, 2026. The global ad business is branded under Walmart Connect in the U.S.
What happened
- Walmart's Q4 fiscal 2026 advertising revenue grew 41 percent year over year, according to the company's latest earnings report.
- Walmart's global advertising operations are branded under Walmart Connect in the U.S.
- Walmart acquired smart TV manufacturer Vizio in early 2025, adding a connected-TV footprint and operating-system-level advertising capabilities.
- Walmart did not disclose how much of the advertising growth came specifically from in-store retail media.
- Walmart combines retail transaction data with connected TV exposure and in-store analytics to offer advertisers measurable campaigns spanning online shopping, physical stores, and household media consumption.
Sources
- invidis.com — primary
Announced 2026-02-24 · Added to the register 2026-10-03