Walmart, price hikes
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Walmart reported their fiscal Q1 ’26 earnings results last Thursday morning, May 15th, 2025 and while actual EPS beat consensus by 5%.
Keybanc noted that Walmart Inc (WMT) is continuing to perform well, despite the negative impact of tariffs and the retail market’s volatility. Moreover, the bank is impressed by the retailer’s consistency.
Walmart has significant China exposure -- about 60% of the manufactured products it sells -- but its reputation for "everyday low prices," economies of scale, and strength in groceries make it more resilient in a trade war or a down economy than most of its retail peers.
Economist Peter Schiff is once again calling out President Donald Trump’s logic on trade and tariffs, arguing that the economic logic behind this stance does not hold up. What Happened: On Saturday, Schiff posted on X in response to
Home Depot’s chief financial officer Richard McPhail said Tuesday that the company would not raise prices amid President Trump’s tariff agenda. “Because of our scale, the great partnerships
David Bellinger, Mizuho senior analyst, joins CNBC's 'Money Movers' to discuss the potential impact of tariffs on Walmart.