Walmart Just Posted Its Weakest US Sales Growth in Six Years: 2 Dividend Kings Built for a Squeezed Consumer

Walmart Just Posted Its Weakest US Sales Growth in Six Years: 2 Dividend Kings Built for a Squeezed Consumer Don Lair Thu, August 20, 2026 at 1:43 PM EDT 6 min read WMT KO PG NVDA Quick Read KO yields 2.39% with EPS growth forecast of 9 to 10%, while PG yields 2.97% backed by 70 consecutive years of dividend increases. Walmart's Q2 comparable sales grew just 2.6%, the weakest figure in six years, and shares fell 9%, flagging serious consumer financial stress. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and P&G didn't make the cut. Grab the names FREE today . The signal from the country's biggest retailer just got loud. Walmart ( NYSE:WMT ) reported Q2 US comparable sales growth of 2.6% versus the 3.5% Wall Street expected, the weakest US sales growth in over six years, and shares are down 8.77% on the session to $104.28. When the everyday-low-price leader tells you the consumer is stretching, retirees living on portfolio income should listen. Two Dividend Kings, Coca-Cola and Procter & Gamble, are built to keep sending checks while shoppers trade down. Joe Raedle / Getty Images What the Walmart Report Actually Signals About the US Consumer Don't read the headline miss as a broken business. Walmart's total revenue was $187.94 billion versus $186.77 billion expected, with adjusted EPS of 81 cents and total revenue up 5.9%. Management actually raised full-year guidance to net sales growth of 4% to 5% (from 3.5% to 4.5%) and adjusted E…