Walmex is splitting in two: its Sam's Club clubs keep growing while its Bodega Aurrera discount stores lose traffic, showing how Mexican shoppers divide.
Mexico · Business
Key Facts
—Divergence Sam’s Club is Walmex’s best-performing format while Bodega Aurrera lags behind
—Walmex same-store sales up 1.8% in Mexico in the second quarter of 2026
—Traffic transactions fell 1.1% even as the average ticket rose 2.9%
Mexico's biggest retailer Walmex saw profit slip 0.7% in Q2 2026 as a softer consumer and a weaker-than-expected World Cup bump…
Over the past couple of years, Walmart has been taking more control of Sam's Club from the corporate level.
Walmart Inc, a US retail giant and owner of Sam's Club, is doubling down on China, betting its omnichannel strategy and continued…
Sam's Club has tripled the number of members in its feedback program, giving the company a unique view into what shoppers want.
Consumer companies rose amid mixed earnings.
More affluent consumers are shopping at these stores, because they have enough money on hand to buy in bulk.
