Overview

• Walmart has announced it will raise some prices to offset tariff costs, citing limited ability to absorb increased expenses.
• Target has committed to absorbing most tariff-related costs, viewing price hikes as a last resort, though analysts question its long-term feasibility.
• Home Depot has avoided broad price increases but warned that certain products may be removed from shelves due to tariff pressures.
• Amazon reports no significant changes in average prices or consumer demand, attributing stability to diverse seller strategies and forward inventory planning.
• Commerce Secretary Howard Lutnick maintains that tariffs will not raise U.S. consumer prices and expects trade deals with key partners by mid-summer.