Overview

• President Trump is hosting executives from Walmart, Target, Home Depot, and Lowe’s to discuss the effects of his tariff policies on their businesses.
• The meeting focuses on addressing the challenges posed by tariffs on Chinese imports, which have reached up to 145% on certain goods, with some as high as 245%.
• Retailers aim to secure predictability in trade policies and explore potential exemptions or relief for consumer goods heavily impacted by the tariffs.
• Major U.S. retailers, heavily reliant on Chinese imports, have faced significant financial strain, with Target's stock down 32% and Home Depot and Lowe’s experiencing double-digit losses in 2025.
• The White House meeting marks a shift from unilateral tariff imposition to direct negotiations with domestic stakeholders as trade tensions with China continue to escalate.