New York, Feb 2, 2026, 12:17 EST — Regular session
- Shares climbed roughly 3% by midday, with trading volume topping 8 million shares.
- Walmart is rolling out a “Walmart Exports” service designed to help U.S. marketplace sellers tap into international customers.
- Investors await specifics on costs, rollout schedules, and the upcoming earnings report.
Walmart shares climbed 3.4% to $123.22 by 12:02 p.m. ET, swinging between $118.71 and $123.29 during the session. Roughly 8.4 million shares traded hands.
The gain shone a light on Walmart’s push to expand its marketplace and logistics, a crucial move to boost online selection without holding inventory. Cross-border shipping stands out as a quick way to add more sellers.
The announcement comes as Walmart undergoes a leadership change. The board has tapped John Furner to take over from Doug McMillon as CEO, starting Feb. 1. (Walmart News & Leadership)
Walmart is rolling out a new initiative named Walmart Exports, allowing certain products to ship from the U.S. to buyers in Mexico and Canada, with plans to expand to more countries down the line, according to Supply Chain Dive. The retailer will manage picking, packaging, and shipping. A spokesperson said the pilot aims “to help sellers on our US marketplace reach customers shopping across borders.” (Supply Chain Dive)
The plan revolves around Walmart Fulfillment Services, which the company promotes as a full-service solution for sellers—managing inventory storage, delivery, customer inquiries, and returns. Walmart positions this service as a means to provide fast shipping without the hassle of operating a warehouse. (Walmart Marketplace)
Amazon sets the standard here. Its seller site explains that FBA Export allows eligible products housed in U.S. fulfillment centers to be sent overseas. Prices at checkout include international shipping and import fees. (Sell on Amazon)
Retail Dive reported that McMillon will stay on Walmart’s board until June and continue advising Furner through January 2027. Furner, in a LinkedIn post, pledged to uphold “the same purpose and responsibility” toward associates, customers, and communities. (Retail Dive)
Cross-border shipping, however, can quickly become complicated. Returns, customs forms, and deciding who pays duties have the potential to turn a seller-friendly pilot into a costly margin problem. Walmart hasn’t clarified how fast it plans to expand the program either.
Walmart’s fiscal fourth-quarter results drop on Feb. 19, followed by a conference call at 7 a.m. Central time. Investors will zero in on rollout specifics, cost controls, and the initial full outlook under Furner. (Walmart News & Leadership)
