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562 Walmart’s Amazon-Sized Ads Opportunity

The Information
Catherine Perloff @ The Information · 07/05/2026 11:01 EDT

Walmart isn’t generally thought of as an advertising business, but the retail giant now makes more money selling ads than small social media firms like Snap or Pinterest do. And judging by the growth of its ad business in recent years, along with its acquisition of companies aimed at bolstering that business, it’s positioned to become an even more important presence in the industry.

Walmart’s ad revenue hit nearly $6.4 billion in fiscal 2026, ending Jan. 31, the company has said. That’s about 4.3% of its e

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