“We shared that Q1 was up about 30%. Those ancillary businesses in the U.S. and around the world are growing, and we expect that to continue.”

In context

“question is from the line of Ben Bienvenu with Stephens. Ben Bienvenu: Good morning. And Brett, I'll add my congratulations. Thanks for everything over the years. Brett Biggs: Thanks, Ben. Ben Bienvenu: I want to ask with the start to 2Q, where do you feel like you have the best handle on the business, what are the biggest challenges you're still seeing? And then you noted your goal for the remainder of the year is to get back to your original guidance. How are you going to achieve that goal? How do you think you're most likely to do that? Doug McMillon: Let's go back to Paul for just a second. I think we missed the second half of his question and then we'll come back. He asked about the higher-margin growth businesses like Walmart Connect and whether we expect those to continue to grow. We shared that Q1 was up about 30%. Those ancillary businesses in the U.S. and around the world are growing, and we expect that to continue. And we're excited about that. Frankly, when I look at the Q1 results, I understand the response to a miss, but I hope that some of the underlying improvement that's happening and the shaping that's taking place with the business model isn't totally lost on people because I think that's going to continue, and it will result in a company that's more resilient and more diversified on the bottom line. John Furner: And on the mix as far as where we are now, really good improvements since late in Q1, we mentioned the rollbacks in apparel those are high-margin businesses that are accretive to the total. So the rollbacks there. The rollbacks still help the business in terms of sales and margin. And then really, really pleased with the results in commerce, in stores regarding seasonal merchandise”