Walmart CEO John Furner turns 5,200 U.S. stores into AI engine

New Walmart CEO John Furner is uniting technology teams under a 'build once, scale globally' strategy. AI agent Sparky doubles usage each quarter, its users spend 35% more; stores fulfill 80% of online orders, e-commerce grew 24% in the quarter.

• Sparky users spend 35% more, usage doubles every quarter
• Walmart stores fulfill 80% of online orders, e-commerce up 24%
• 30-minute delivery launched in 33 markets
• Walmart FY2026 revenue $713B vs Amazon's $717B