retail media<\/em>, a faster\u2011growing subset.<\/li>\n<\/ul>\nThis makes advertising closer to a profit engine than before<\/strong>, functioning as a leveraged growth driver<\/em> in Walmart\u2019s broader transformation:<\/p>\nUnlike store sales, Walmart doesn\u2019t carry inventory or fulfillment costs on ad revenue.<\/strong>
\nAdvertisers pay for visibility into real purchase behavior \u2014 still rare outside the biggest platforms.<\/strong>
\nWalmart combines ad dollars with membership and marketplace growth, feeding multiple recurring streams.<\/strong><\/p>\n
\n