| Stage | WMT | % of rev | DG | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $188B | 100.00% | $11.3B | 100.00% | WMT ×16.65 |
| Gross profit | $49.1B | 26.14% | $3.7B | 32.60% | DG +6.5pp |
| Operating income | $9.4B | 4.99% | $769M | 6.81% | DG +1.8pp |
| Pre-tax income | $8.0B | 4.26% | $726M | 6.43% | DG +2.2pp |
| Net income | $6.5B | 3.47% | $550M | 4.87% | DG +1.4pp |
| Stage | WMT | DG | Gap · A − B |
|---|---|---|---|
| Revenue | $188B100.00% | $11.3B100.00% | WMT ×16.65 |
| Gross profit | 26.14%$49.1B | 32.60%$3.7B | DG +6.5pp |
| Operating income | 4.99%$9.4B | 6.81%$769M | DG +1.8pp |
| Pre-tax income | 4.26%$8.0B | 6.43%$726M | DG +2.2pp |
| Net income |
| 3.47%$6.5B |
| 4.87%$550M |
| DG +1.4pp |
WMT · ADC 10-KFeb 11 '25
“Walmart $ 38,460 6.2 %”
DG · ADC 10-KFeb 11 '25
“Dollar General 28,115 4.5 %”
WMT · IBTA 10-KFeb 26 '26
“We provide offers on a white-label basis to our publishers, including but not limited to, Walmart Inc. (Walmart), Dollar General Corporation (Dollar General), Family Dollar Stores, Inc. (Family Dollar), Maplebear, Inc. (Instacart), and DoorDash, Inc.”
DG · IBTA 10-KFeb 26 '26
“We provide offers on a white-label basis to our publishers, including but not limited to, Walmart Inc. (Walmart), Dollar General Corporation (Dollar General), Family Dollar Stores, Inc. (Family Dollar), Maplebear, Inc. (Instacart), and DoorDash, Inc.”
WMT · LCUT 10-KMar 12 '26
“During the years ended December 31, 2025, 2024 and 2023, Walmart accounted for 17%, 19% and 21% of consolidated net sales, respectively.”
DG · LCUT 10-KMar 12 '26
“The Company's products are sold globally to a diverse customer base including mass market merchants (such as Walmart Inc. ("Walmart") and Target), specialty stores (such as Williams Sonoma and Dunelm), department stores (such as Macy's, Kohl's and Belk), warehouse clubs (such as Costco Wholesale Corporation ("Costco"), and BJs), grocery stores (such as Publix, Kroger, Meijer, and Fred Meyer), off-price retailers (such as the TJX Companies, Inc. ("TJX") and Ross Stores), dollar channel retailers (such as Dollar General), food service distributors (such as US Foods, Clark Food Service and Jetro), food and beverage outlets (such as Starbucks) and e-commerce retailers and online marketplaces (such as Amazon.com, Inc. ("Amazon")).”