In recent weeks, Walmart has expanded its product offerings and health services through high-profile partnerships, including collaborations with Shapermint, Supergut, UGREEN, and Eli Lilly for wider access to wellness and pharmaceutical products both in-store and online. These developments highlight Walmart’s ongoing emphasis on integrating technology, personalized health solutions, and diversified product mixes to better serve an evolving customer base. We’ll examine how Walmart’s collaboration with Eli Lilly to expand access to direct-to-consumer pharmaceutical pricing shapes its investment narrative and healthcare ambitions.
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Walmart Investment Narrative Recap
To be a Walmart shareholder, you need to believe in its ability to blend scale, innovation, and execution to expand margins and sustain growth as digital and physical retail converge. The latest news around new product launches, wellness partnerships, and value-focused healthcare offerings reinforce Walmart’s positioning, but do not materially alter the most important short-term catalyst: driving margin improvement through higher-margin services and digital platforms. Ongoing food safety concerns and supply chain risks remain the biggest watchpoints in the current environment.
The recent partnership with Eli Lilly to provide direct-to-consumer pricing for Zepbound at Walmart pharmacies stands out for its relevance to Walmart’s ambitions in healthcare and its ongoing push into high-value services. This launch advances Walmart’s reach into healthcare access and could further strengthen customer loyalty, supporting its efforts to build margin-accretive service revenue alongside retail.
Yet, in contrast to all the upside, persistent margin pressure from rising logistics costs is something investors should be mindful of…
Read the full narrative on Walmart (it’s free!)
Walmart’s narrative projects $789.9 billion revenue and $27.4 billion earnings by 2028. This requires 4.5% yearly revenue growth and an increase of $6.1 billion in earnings from $21.3 billion today.
Uncover how Walmart’s forecasts yield a $113.60 fair value, a 11% upside to its current price.
Exploring Other Perspectives
WMT Community Fair Values as at Nov 2025
Seventeen members of the Simply Wall St Community estimate Walmart’s fair value across a spectrum from US$87.15 to US$113.60 per share. Many are closely watching Walmart’s push to expand higher-margin digital and healthcare services and how this could shift long-term profitability, offering a reminder that perspectives on future performance can differ widely.
Explore 17 other fair value estimates on Walmart – why the stock might be worth as much as 11% more than the current price!
Build Your Own Walmart Narrative
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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.
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