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Analysis: There’s Absolutely Nothing Wrong with Walmart - The Food Institute

For Walmart, the headlines and the underlying business seem to contradict. The big news of late was that in 2025 Amazon finally surpassed Walmart as the country’s largest company by revenue. Meanwhile, investors largely shrugged at Walmart’s fiscal fourth quarter earnings report last week; Walmart stock fell a little over 1% on the day. Shares are now down almost 6% in less than two weeks, suggesting a loss of about $60 billion in market capital…
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foodinstitute.com broke the news in on Thursday, March 5, 2026.
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