{"id":142559,"date":"2026-02-20T10:32:32","date_gmt":"2026-02-20T09:32:32","guid":{"rendered":"https:\/\/www.retaildetail.be\/?p=142559"},"modified":"2026-02-20T11:21:53","modified_gmt":"2026-02-20T10:21:53","slug":"walmart-connait-une-forte-croissance-mais-perd-sa-position-de-leader-au-profit-damazon","status":"publish","type":"post","link":"https:\/\/www.retaildetail.be\/fr\/news\/food\/walmart-connait-une-forte-croissance-mais-perd-sa-position-de-leader-au-profit-damazon\/","title":{"rendered":"Walmart progresse, mais perd sa position de leader au profit d’Amazon"},"content":{"rendered":"\n

L’ann\u00e9e derni\u00e8re, Walmart<\/strong> a enregistr\u00e9 une croissance de 4,7 % pour atteindre un chiffre d’affaires de 716,9 milliards de dollars. Un r\u00e9sultat honorable, mais qui n’emp\u00eache pas le g\u00e9ant de l’hypermarch\u00e9 de c\u00e9der pour la premi\u00e8re fois son titre de plus grand d\u00e9taillant mondial \u00e0 Amazon<\/strong>. \u00c0 l’instar de son rival, Walmart se positionne de plus en plus clairement comme une entreprise technologique.<\/p>\n\n\n\n

Une avance officiellement perdue<\/h2>\n\n\n\n

Au quatri\u00e8me trimestre de son exercice 2026, Walmart a r\u00e9alis\u00e9 un chiffre d’affaires de 190,7 milliards de dollars (176,5 milliards d’euros), soit une augmentation de 5,6 % sur base annuelle. Le r\u00e9sultat op\u00e9rationnel a augment\u00e9 de 10,8 % pour atteindre 8,7 milliards de dollars (8,1 milliards d’euros), mais le b\u00e9n\u00e9fice net a baiss\u00e9 de 19,4 %, notamment en raison de la r\u00e9\u00e9valuation des investissements.<\/p>\n\n\n\n

Sur l’ensemble de l’exercice, le chiffre d’affaires s’est \u00e9lev\u00e9 \u00e0 713,2 milliards de dollars (environ 660 milliards d’euros), soit une hausse de 4,7 % par rapport \u00e0 l’ann\u00e9e pr\u00e9c\u00e9dente. Les ventes nettes en magasin ont augment\u00e9 au m\u00eame rythme pour atteindre 706,4 milliards de dollars. De beaux chiffres, mais tout le monde ne remarque qu’une seule chose : son grand rival Amazon a enregistr\u00e9 un chiffre d’affaires annuel l\u00e9g\u00e8rement sup\u00e9rieur, \u00e0 716,9 milliards de dollars (663,5 milliards d’euros).<\/p>\n\n\n\n

Le commerce \u00e9lectronique, moteur de la croissance<\/h2>\n\n\n\n

Walmart acc\u00e9l\u00e8re entre-temps sa transformation num\u00e9rique. Les ventes mondiales du commerce \u00e9lectronique ont augment\u00e9 de 24 % au quatri\u00e8me trimestre. Sur une base annuelle, le chiffre d’affaires en ligne a d\u00e9pass\u00e9 pour la premi\u00e8re fois la barre des 150 milliards de dollars. Walmart gagne surtout du terrain aupr\u00e8s des revenus \u00e9lev\u00e9s, y compris en ligne. \u00ab Une fois de plus, la majeure partie de notre gain de parts de march\u00e9 ce trimestre provient des m\u00e9nages dont le revenu est sup\u00e9rieur \u00e0 100 000 dollars \u00bb, a d\u00e9clar\u00e9 le PDG John Furner, qui a succ\u00e9d\u00e9 ce mois-ci \u00e0 Doug McMillon.<\/p>\n\n\n\n

M. Furner voit surtout une dynamique dans le secteur non alimentaire, mais la pression sur les revenus les plus faibles reste palpable. \u00ab Pour les m\u00e9nages dont le revenu est inf\u00e9rieur \u00e0 50 000 dollars, nous constatons que le pouvoir d’achat est sous pression et que, dans certains cas, les gens vivent au jour le jour. \u00bb Le directeur financier John David Rainey est optimiste quant \u00e0 l’\u00e9volution de l’\u00e9conomie cette ann\u00e9e, mais souligne certains signaux d’alerte, tels que le ralentissement du march\u00e9 du travail.<\/p>\n\n\n\n

L’IA comme levier<\/h2>\n\n\n\n

Walmart a \u00e9galement conclu des partenariats avec OpenAI et Google l’ann\u00e9e derni\u00e8re et d\u00e9ploie largement son propre assistant IA, Sparky. Selon Furner, la valeur moyenne des commandes des clients qui utilisent Sparky est environ 35 % plus \u00e9lev\u00e9e que celle des autres clients. Environ la moiti\u00e9 des utilisateurs de l’application ont d\u00e9j\u00e0 utilis\u00e9 l’assistant.<\/p>\n\n\n\n

David Guggina, PDG de Walmart U.S., souligne l’impact plus large : \u00ab L’IA agentielle est de plus en plus ancr\u00e9e chez Walmart. Elle renforce nos op\u00e9rations. Elle augmente la productivit\u00e9 des employ\u00e9s et am\u00e9liore l’exp\u00e9rience client. \u00bb Les investissements dans l’IA font partie des d\u00e9penses d’investissement pr\u00e9vues, qui repr\u00e9sentent 3,5 % du chiffre d’affaires, soit environ 25 milliards de dollars. <\/p>\n\n\n\n

Mais Amazon va encore plus loin : l’entreprise souhaite investir cette ann\u00e9e jusqu’\u00e0 200 milliards de dollars (environ 185,0 milliards d’euros) dans l’infrastructure IA, notamment dans des centres de donn\u00e9es et ses propres puces.<\/p>\n","protected":false},"excerpt":{"rendered":"

Walmart a enregistr\u00e9 une croissance de 4,7 % l’ann\u00e9e derni\u00e8re, avec un chiffre d’affaires de 716,9 milliards de dollars. Un r\u00e9sultat honorable, mais le g\u00e9ant de l’hypermarch\u00e9 doit n\u00e9anmoins c\u00e9der pour la premi\u00e8re fois le titre de plus grand d\u00e9taillant mondial \u00e0 Amazon. \u00c0 l’instar de son rival, Walmart se positionne de plus en plus clairement comme une entreprise technologique. <\/p>\n","protected":false},"author":5,"featured_media":142560,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[18,24],"tags":[1467,1531],"people":[],"extra":[43],"company":[206,449],"topic":[266],"region":[446],"class_list":{"0":"post-142559","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","6":"hentry","7":"category-food","9":"tag-artificiele-intelligentie","10":"tag-intelligence-artificielle","11":"extra-plus","12":"company-amazon","13":"company-walmart","14":"topic-resultats-financiers","15":"region-etats-unis-2"},"acf":[],"yoast_head":"\nWalmart progresse, mais perd sa position de leader au profit d'Amazon - RetailDetail BE<\/title>\n<meta name=\"description\" content=\"Walmart a enregistr\u00e9 une croissance de 4,7 %, mais le g\u00e9ant doit 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