| Stage | POST | % of rev | GIS | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $1.9B | 100.00% | $4.4B | 100.00% | GIS ×2.25 |
| Gross profit | $566M | 29.07% | $1.5B | 33.88% | GIS +4.8pp |
| Operating income | $189M | 9.72% | $634M | 14.43% | GIS +4.7pp |
| Pre-tax income | $87M | 4.45% | $502M | 11.44% | GIS +7.0pp |
| Net income | $64M | 3.26% | $398M | 9.07% | GIS +5.8pp |
| Stage | POST | GIS | Gap · A − B |
|---|---|---|---|
| Revenue | $1.9B100.00% | $4.4B100.00% | GIS ×2.25 |
| Gross profit | 29.07%$566M | 33.88%$1.5B | GIS +4.8pp |
| Operating income | 9.72%$189M | 14.43%$634M | GIS +4.7pp |
| Pre-tax income | 4.45%$87M | 11.44%$502M | GIS +7.0pp |
| Net income |
| 3.26%$64M |
| 9.07%$398M |
| GIS +5.8pp |
POST 10-KNov 15 '24
“Additionally, the largest customers of our Refrigerated Retail segment, Walmart and Kroger, accounted for 35.7% of the segment's net sales in fiscal 2024.”
GIS 10-KJul 1 '26
“During fiscal 2026 , Walmart Inc. and its affiliates (Walmart) accounted for 22 percent of our consolidated net sales and 31 percent of net sales of our North America Retail segment.”