“"By the end of Fiscal Year 2026, Walmart believes roughly 65% of stores will be serviced by automation."”

Doug McMillonCEO

President and CEO, Walmart (largest private employer in the United States)

On the Q4 FY2026 earnings call (Feb. 19, 2026), CFO John David Rainey said approximately 60% of U.S. stores were receiving some freight from automated distribution centers — short of the 65% goal, and on a looser 'some freight' measure than 'serviced by automation.'