Feb. 22, 2026
Walmart's E-Commerce Hits a Profitability Milestone, Wayfair Beats but Stock Drops & Carrefour Goes All-In on the Smart Store

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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.
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Be careful out there!




