Overview

• Walmart has announced selective price hikes due to tariff-driven cost pressures, despite maintaining its full-year financial forecast.
• President Trump has publicly urged Walmart to absorb the tariffs rather than pass costs onto consumers, intensifying tensions between the administration and retailers.
• Target and Home Depot are employing strategies to minimize consumer impact, with Target pledging to offset most tariff costs and Home Depot avoiding broad price increases.
• Amazon reports no significant changes in pricing or customer demand, highlighting its ability to shield consumers from tariff effects through diverse seller actions.
• Retailers across the board are revising financial guidance and reconfiguring supply chains to adapt to volatile trade policies, with some shifting materials to avoid tariffed goods.