Stock Markets February 26, 2026

Walmart to Pay $100 Million to Settle FTC Claim Over Driver Earnings Representations

FTC and 11 states say delivery pay and tip disclosures in Walmart's Spark Driver program misled drivers and customers

By Maya Rios WMT
Walmart to Pay $100 Million to Settle FTC Claim Over Driver Earnings Representations
WMT

The U.S. Federal Trade Commission announced that Walmart will pay $100 million to resolve allegations that the company misled drivers and customers about earnings in its Spark Driver delivery program. The FTC, joined by 11 states, said Walmart falsely indicated that customer tips would go entirely to drivers and presented inflated base pay and tip figures. The settlement also includes restrictions on future earnings representations to drivers.

Key Points

  • Walmart agreed to a $100 million judgment to settle FTC and 11-state allegations that it misled drivers and customers about earnings in the Spark Driver delivery program.
  • The complaint alleges Walmart falsely claimed that all customer tips would go to drivers and showed inflated base pay and tip amounts to drivers.
  • The settlement bars Walmart from making further misrepresentations about earnings in delivery offers to Spark drivers; regulatory scrutiny affects the gig-work and retail delivery sectors.

Walmart has agreed to a $100 million judgment to resolve claims by the U.S. Federal Trade Commission that the retailer misrepresented delivery earnings, the FTC said on Thursday. The agency, acting together with 11 states, alleged that Walmart provided misleading information that resulted in delivery drivers losing tens of millions of dollars in earnings.

According to the FTC's statement, the complaint centers on Walmart's Spark Driver delivery program. Regulators contend Walmart told customers that all tips would go to drivers, while simultaneously showing drivers inflated base pay and tip amounts. Those disclosures formed the basis of the allegation that drivers were deceived about the compensation they could expect.

The settlement requires Walmart to pay the $100 million judgment and prohibits the company from making further misrepresentations about earnings in delivery offers it makes to Spark drivers. The FTC emphasized the importance of accurate pay information for functioning labor markets, quoting Christopher Mufarrige, Director of the FTC's Bureau of Consumer Protection: “Labor markets cannot function efficiently without truthful and non-misleading information about earnings and other material terms.”

The FTC's announcement reiterated that protecting workers is a top priority and urged companies that provide gig work to be transparent and accurate in their representations, as well as to put in place strong compliance systems. The agency said the action was taken to address harms caused by the alleged misrepresentations and to help ensure clearer disclosures going forward.

Walmart did not immediately respond to a request for comment.


Context and implications

While the FTC's statement focuses on the alleged harm to drivers and the accuracy of earnings information, the settlement also carries an explicit prohibition on Walmart repeating the challenged types of earnings representations in its delivery offers. The agency's remarks highlight a regulatory approach that prioritizes transparent pay disclosures in platforms and programs that rely on gig workers.

This enforcement action was brought jointly with 11 state authorities, reflecting a coordinated regulatory posture. The settlement's financial and compliance provisions are intended to redress the alleged shortfalls in how pay was presented to both customers and drivers involved with the Spark Driver program.


Takeaway

The FTC's settlement with Walmart centers on alleged deceptive statements about tips and pay in the Spark Driver delivery program. It includes a $100 million judgment and a ban on future misleading earnings representations, underscoring the agency's focus on transparency in gig-work compensation.

Risks

  • Potential continued regulatory scrutiny for companies that use gig workers, as the FTC emphasized the need for accurate and non-misleading earnings information - this affects gig-work platforms and delivery services.
  • Reputational and compliance risks for retailers and delivery programs that rely on independent contractors if disclosures about pay and tips are found to be misleading - this impacts retail and logistics sectors.
  • Financial exposure for companies that face similar allegations, demonstrated by the $100 million judgment in this case - this is a risk for firms operating platform-based labor models.

More from Stock Markets

Paychex Shares Rise After Rollout of AI Enhancements to Workforce Platforms Feb 26, 2026 eLong Power Shares Plunge After Company Prices Dilutive Unit Offering Feb 26, 2026 Tian Ruixiang Stock Climbs After Strategic Investor Doubles Bitcoin Commitment to 30,000 BTC Feb 26, 2026 Laser Photonics Shares Surge After Repeat Order for CMS Laser Marking System Feb 26, 2026 Indigo Partners to Reduce Wizz Air Stake via 10 Million-Share Secondary Placing Feb 26, 2026