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Well, Walmart raised its full-year outlook as its consumers remain consistent with how they're shopping, and it continues to gain market share across all income groups. Here in the U.S., the namesake Walmart business saw a 4.2% increase in sales. Here to discuss what drove that increase, we've got Brooke DiPalma. Hey, Brook.

Good morning, Brad. That's right, all income cohorts are continuing to shop at America's biggest retailer. Upper income households continue to account for the majority of market share gains at Walmart, but the company said it's also growing sales and share among middle and lower income households too. So, what are these, all these people going to shop at Walmart for? Well, mostly groceries, and that's an ongoing trend that we've seen in recent years. They're also heading to Walmart for prescription drugs and slowly returning to buying general merchandise, like those discretionary goods. But groceries, that's a big business for Walmart. Sales in the category were up mid single digits, driven by consumers going there more frequently to food shop and buying more when they do. Now, this private label brand they introduced this past, I'd say June, July, it's called Better Goods. It launched in the quarter, and that brand offers healthier, higher quality products, I get this, at a $5 price point. And it seems like consumers really leaned into that idea. They really liked this higher quality item for a cheaper price. And so, we saw private brand penetration jump 30 basis points in the quarter. Now, health and wellness, also a growing business for Walmart. That jumped high single digits. Now get this. Executives said the sales of GLP-1 drugs are contributing to the sales growth in that category. And for the first time in 11 quarters, the company saw a positive inflection in the general merchandise category, something that consumers have been pulling back from, but they did see consumers flock to online, that e-commerce Walmart marketplace, something that's growing for furniture and sporting goods. And earlier today, CFO John David Rainey painted a picture of what consumers, its consumers are looking for and how it's addressing those needs in an interview with Yahoo Finance.

We know that they're looking for value and that they're they're still their dollars are stretched. And so, they're focusing on those things that uh, that are providing value for them. They're being choiceful when they buy the larger ticket items. And there's also a little bit of a difference if you look at economic data between the cost of food at home versus food away. And certainly, that plays to our strengths, and we want to continue to provide that value for our customers.

Rainey went on to say that back to school is off to a good start, with strength in the stationary category, and typically that's a good indicator for how the holiday season will perform.

Brooke, while we have you quickly, how, how big is that discrepancy between food away from home and groceries?

Yeah, according to the CPI print that we got on Wednesday, food away from home is up 4%, or was up 4% in the month of July. Food at home, that grocery cost was up roughly 1%. And so, we're seeing big players like McDonald's and Starbucks, KFC, Burger King, introduce value and promotion to get customers back in store, but Walmart pulling those customers who are looking to save a dime by shopping for groceries and cooking more at home.

All right, Yahoo Finance's own Brooke DiPalma, tracking all things ticker symbol WMT, Walmart. Appreciate it, Brook.