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Ecommerce drives Walmart’s growth as delivery speeds rival Amazon

Article by Rachel Wolff  |  Feb 19, 2026
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Ecommerce drives Walmart’s growth as delivery speeds rival Amazon
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Retail Ecommerce Sales
United States

The news: Walmart’s ecommerce business was the driving force of its US growth in Q4 2025.

  • Online sales climbed 27% YoY, far outpacing Walmart US’ 4.6% sales increase, and ecommerce now accounts for nearly 1 in 4 of Walmart’s US sales, a record high.
  • We expect Walmart's US ecommerce sales to grow another 22.9% this year.

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