In the News Archives | Page 371 of 2302

Walmart Connect’s full-funnel ambitions come into focus, with Amazon in its sights

Walmart Connect doesn’t seem to want to just be seen by the market as the best retail media network anymore, but a top overall ad business.

There are already indicators of this new posturing: Walmart has been aggressively pulling its ads business upstream with more off-site ad opportunities and conversational AI agents — à la Amazon Ads. Walmart’s latest earnings call proves its efforts are working.

Walmart Connect, its ads business, grew 41% in the U.S. as reported in Walmart’s Q4 2025 earnings on Feb 19. That figure is up from its reported 33% growth in Q3.

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Walmart says AI users build 35% bigger baskets than others

This story was originally published on sister site, Modern Retail.

Walmart customers who use the company’s Sparky AI-powered shopping assistant have an order value that’s about 35% higher than those who don’t, newly appointed Walmart CEO John Furner said in the company’s fourth-quarter earnings call Thursday morning.

Sparky is a shopping assistant housed in the “Ask Sparky” button marked by a smiley face in the Walmart app. As the company described in a news release when it launched in June, the assistant helps customers find items, synthesize reviews and prepare for special occasions, such as by answering what sports teams are playing that night or checking the weather at the beach they’re headed to. The company also launched an assistant for merchants called Wally last March.

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