Did Walmart's (WMT) New Healthcare and Logistics Moves Just Shift Its Investment Narrative?

Walmart recently expanded its health and wellness offerings by partnering with Eli Lilly to provide direct-to-consumer access for the weight-loss drug Zepbound in its pharmacies, while also integrating GOFO's nationwide logistics services to strengthen its e-commerce marketplace delivery capabilities. These collaborations underscore Walmart’s drive to enhance healthcare access and delivery efficiency, reflecting a multi-faceted approach to digital transformation and marketplace competitiveness. We'll explore how Walmart's enhanced last-mile logistics integration could shape its future investment narrative.

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Walmart Investment Narrative Recap

To be a Walmart shareholder, one should believe in the retailer's ability to balance scale-driven efficiency, digital transformation, and customer-centric innovation for sustainable growth. The recent partnerships with Eli Lilly and GOFO reinforce this omni-channel investment thesis, yet these moves are unlikely to materially shift the most important short-term catalyst: improving e-commerce efficiency and last-mile economics, while the biggest risk remains margin pressure from logistics costs and intense competition.

Of the week's announcements, the integration of GOFO's last-mile delivery network with Walmart Marketplace stands out. This move provides broad nationwide coverage for sellers, which directly addresses fulfillment speed and cost pressures, key factors underpinning Walmart's competitiveness as digital retail accelerates and seasonal shopping surges.

But investors should not overlook the flipside: while Walmart is investing to keep pace with rivals, persistent cost pressures in grocery e-commerce could still hurt net margins if logistics improvements…

Read the full narrative on Walmart (it's free!)

Walmart's narrative projects $789.9 billion in revenue and $27.4 billion in earnings by 2028. This requires a 4.5% annual revenue growth and a $6.1 billion increase in earnings from the current $21.3 billion.

Uncover how Walmart's forecasts yield a $113.60 fair value, a 11% upside to its current price.

Exploring Other PerspectivesWMT Community Fair Values as at Nov 2025

Sixteen community members from Simply Wall St estimate Walmart's fair value from US$87.15 to US$113.60. As digital growth pressures margins, your perspective on operating cost risks may shape your outlook.

Explore 16 other fair value estimates on Walmart - why the stock might be worth 15% less than the current price!

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Build Your Own Walmart Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

A great starting point for your Walmart research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision. Our free Walmart research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Walmart's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Companies discussed in this article include WMT.

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