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Walmart reported its quarterly earnings on Feb. 19, 2026. Photo: David Paul Morris/Bloomberg via Getty Images

Walmart's growth streak continued in John Furner's first earnings report as CEO, with investors Thursday weighing strong results against a cautious outlook for the year.

Why it matters: As the nation's largest retailer, Walmart is widely viewed as a real-time gauge of U.S. consumer health — and its results suggest shoppers are still prioritizing price and convenience amid economic uncertainty.