Walmart Seen as Well-Positioned But Not Immune to Tariff Pain -- Market Talk

Dow Jones
04-10

1059 ET - When it comes to tariffs, Walmart appears better off than its competitors, with over two-thirds of what it sells in the U.S. produced domestically, Bank of America analysts say in a research note. The company has a range of other advantages, too, like deep relationships with suppliers, advanced pricing, automation, inventory management capabilities and potential to shift imported first-party inventory to a third-party marketplace structure, the analysts say. Leaning into its early-stage growth drivers -- like a shift to ecommerce profitability, growth in digital advertising, pharmacy delivery and strength in its Sam's Club business, among others - could also help the company offset any potential tariff headwinds, the analysts say. (kelly.cloonan@wsj.com)

 

(END) Dow Jones Newswires

April 10, 2025 10:59 ET (14:59 GMT)

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