Walmart's E-Commerce Hits a Profitability Milestone, Wayfair Beats but Stock Drops & Carrefour Goes All-In on the Smart Store
Update: 2026-02-23
Description
Welcome to Omni Talk's Retail Daily Minute, sponsored by Grocery Dealz and Mirakl.
In today's Retail Daily Minute, Omni Talk's Chris Walton discusses:
- Walmart posts $190.7 billion in Q4 revenue, declares e-commerce profitable for the first time, and sees U.S. digital sales surge 27% — its 15th straight quarter of double-digit growth.
- Wayfair beats earnings expectations with $3.34 billion in Q4 revenue and adjusted EPS of 85 cents, but shares fall nearly 10% amid cautious guidance and macro headwinds in the home goods category.
- Carrefour and Vusion ink a sweeping smart store partnership to digitalize all of Carrefour's French hypermarkets and supermarkets by 2030 with electronic shelf labels, AI cameras, and smart rails.
The Retail Daily Minute has been rocketing up the Feedspot charts, so stay informed with Omni Talk's Retail Daily Minute, your source for the latest and most important retail insights.
Be careful out there!
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