Hello Omni Talk Fans! We received massive news over the weekend that our friends at Vusion have been chosen to digitize all of Carrefour’s stores by 2030.
In today’s Retail Daily Minute:
- Walmart posts $190.7 billion in Q4 revenue, declares e-commerce profitable for the first time, and sees U.S. digital sales surge 27% — its 15th straight quarter of double-digit growth.
- Wayfair beats earnings expectations with $3.34 billion in Q4 revenue and adjusted EPS of 85 cents, but shares fall nearly 10% amid cautious guidance and macro headwinds in the home goods category.
- Carrefour and Vusion ink a sweeping smart store partnership to digitalize all of Carrefour’s French hypermarkets and supermarkets by 2030 with electronic shelf labels, AI cameras, and smart rails.
Plus, the recording of our webinar last week with Placer.ai’s Ethan Chernofsky on the retailers to watch in 2026, and a quote from a film that always makes me think of Paris.
👇 Listen now
Today’s Top Headlines
1. Walmart Reports Strong Q4 Growth Driven by Global eCommerce
Walmart delivered strong Q4 FY26 results, with global eCommerce surging 24% and advertising revenue rising 37%. Walmart U.S. recorded its eighth consecutive quarter of eCommerce growth above 20%, while Sam’s Club achieved record membership highs. Operating cash flow reached $41.6 billion, reflecting disciplined execution and a resilient omnichannel business model. (Read More)
2. Wayfair Returns to Annual Revenue Growth for First Time Since 2020
Wayfair posted its first annual revenue growth since 2020, with 2025 sales rising 5.1% to $12.5 billion. Q4 revenue reached $3.34 billion, comfortably beating Wall Street expectations, while adjusted EPS of 85 cents surpassed analyst forecasts. Despite these strong results, shares still fell nearly 10% amid ongoing furniture industry headwinds. (Read More)
3. Carrefour Partners with Vusion to Digitalize French Stores
Carrefour and Vusion announced a strategic partnership to digitalize all French hypermarkets and supermarkets by 2030. The collaboration will deploy electronic shelf labels, smart rails, and AI-driven cameras across stores. Following Walmart’s U.S. rollout, Carrefour becomes the first major European retailer to adopt Vusion’s latest-generation platform at scale. (Read More)
4. Etsy Sells Depop to eBay for $1.2 Billion to Refocus on Core
Etsy is selling Depop to eBay for $1.2 billion, nearly five years after acquiring the secondhand clothing app for $1.62 billion. The deal allows Etsy to refocus on its core marketplace amid slowing growth. Depop, popular with Gen Z shoppers, recorded approximately $1 billion in gross merchandise sales in 2025. (Read More)
5. Nestle Beats Q4 Forecasts, Plans Major Business Divestitures
Nestle shares rose nearly 3% after Q4 organic sales growth of 4% comfortably beat analyst forecasts of 3.55%. Under new leadership, the company targets 3%-4% organic growth in 2026 and plans to divest its ice cream and water businesses. An infant formula recall significantly impacted results, with 1.7 billion Swiss francs in restructuring charges. (Read More)
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Be careful out there,
— Chris, Anne, and the entire Omni Talk team
Omni Talk® is the retail blog for retailers, written by retailers. Chris Walton and Anne Mezzenga founded Omni Talk® in 2017 and have quickly turned it into one of the fastest growing blogs in retail.