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# Walmart’s ad business jumps 38%, lifting full-year guidance
- URL: https://fabric-media.ghost.io/walmarts-ad-business-jumps-38-lifting-full-year-guidance/
- Published: 2026-08-26T16:32:35.000Z
- Updated: 2026-08-27T15:51:56.000Z
- Description: Walmart’s global ad business grew 38% in the second quarter — Walmart Connect up 43% in the U.S. excluding VIZIO — helping lift total revenue to $187.9 billion and beat earnings estimates.
- Author: Fabric.Media Editorial
- Tags: Retail-media, Earnings, Jason Damata

**Why it matters.** Retail media keeps outpacing core retail growth, giving Walmart more leverage to raise ad prices against brand budgets.

*Signal from* [*TVREV*](https://tvrev.com/?ref=fabric-media.ghost.io) *·* [*Jason Damata*](https://fabric-media.ghost.io/tag/by-jason-damata/) *·* [*read the original*](https://www.tvrev.com/news/hot-list-082326?ref=fabric-media.ghost.io)*.*