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Walmart's Ad Business Expands: Can High-Margin Growth Lift Profits?

Source: Nasdaq

Consumer Demand & RetailCompany FundamentalsCorporate Guidance & OutlookTechnology & Innovation

Walmart's rapidly growing advertising business and scaling digital sales are increasing its higher-margin revenue mix. However, costs related to Vibe are expected to pressure fiscal 2027 profit growth, creating an offset to the favorable margin mix shift.

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