Walmart Appears Poised to Weather Trump Tariffs Better Than Competitors, Analysts Say

MT Newswires00:02

walmart -Shutterstock Walmart (WMT) appears better suited than rivals to withstand any tumult stemming from President-elect Donald Trump's promised tariffs after the world's biggest retailer posted...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2485411067?lang=en_US&edition=fundamental","thumbnail":"https://s.yimg.com/uu/api/res/1.2/9kYmM8.0KqHspnO.mCqxPg--~B/aD02Njc7dz0xMDAwO2FwcGlkPXl0YWNoeW9u/https://media.zenfs.com/en/mt_newswires_premium_news_706/bd3e8ca588f116ae192d3e50474cd4c5","is_english":true,"pubTime":"2024-11-22 00:02","share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","id":"2485411067","market":"us","top_or_hot":-1,"title":"Walmart Appears Poised to Weather Trump Tariffs Better Than Competitors, Analysts Say","media":"MT Newswires","content":"<div>\n<p>walmart -Shutterstock\n \n Walmart (WMT) appears better suited than rivals to withstand any tumult stemming from President-elect Donald Trump's promised tariffs after the world's biggest retailer posted...</p>\n\n<a href=\"https://finance.yahoo.com/news/walmart-appears-poised-weather-trump-160243429.html\">Source Link</a>\n\n</div>\n","source":"yahoofinance","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Walmart Appears Poised to Weather Trump Tariffs Better Than Competitors, Analysts Say</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWalmart Appears Poised to Weather Trump Tariffs Better Than Competitors, Analysts Say\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-22 00:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/walmart-appears-poised-weather-trump-160243429.html><strong>MT Newswires</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>walmart -Shutterstock\n \n Walmart (WMT) appears better suited than rivals to withstand any tumult stemming from President-elect Donald Trump's promised tariffs after the world's biggest retailer posted...</p>\n\n<a href=\"https://finance.yahoo.com/news/walmart-appears-poised-weather-trump-160243429.html\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0417517546.SGD","symbol_name":"Allianz US Equity Cl AT Acc SGD","start_time":0,"source_url":"https://finance.yahoo.com/news/walmart-appears-poised-weather-trump-160243429.html","article_id":"2485411067","we_media_id":null,"thumbnails":["https://s.yimg.com/uu/api/res/1.2/9kYmM8.0KqHspnO.mCqxPg--~B/aD02Njc7dz0xMDAwO2FwcGlkPXl0YWNoeW9u/https://media.zenfs.com/en/mt_newswires_premium_news_706/bd3e8ca588f116ae192d3e50474cd4c5"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2485411067","pubTimestamp":1732204963,"sourceInfo":{"source_id":"yahoofinance","name":"雅虎金融"},"weMediaInfo":null,"summary":"Walmart  appears better suited than rivals to withstand any tumult stemming from President-elect Donald Trump's promised tariffs after the world's biggest retailer posted strong quarterly earnings and boosted annual guidance, analysts said.Trump has vowed to levy broad-based tariffs on imports, including 60% on goods coming from China. Walmart Chief Financial Officer John David Rainey said Tuesday on CNBC that the retailer may have to raise prices on some items should the proposed taxes on imports take effect.Walmart may be better positioned than other retailers to take tariffs in stride, largely because two-thirds of the items sold in the US are sourced domestically sourced, Bernstein research analyst Zhihan Ma said in an interview with MT Newswires.\"Overall, compared to other companies with greater discretionary exposure, Walmart is more diversified,\" Ma said.Though Walmart hasn't provided specific data on what's driving the trend among upper-income households, anecdotal evidence sug","collect":0,"end_time":0,"defaultTopTitle":"yahoo.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","LU0256863902.USD":"ALLIANZ US EQUITY \"AT\" (USD) ACC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU2463028550.USD":"AB SICAV I AMERICAN MULTI-ASSET PORTFOLIO \"A\" (USD) ACC","LU0061474960.USD":"天利环球焦点基金AU Acc","SGXZ51526630.SGD":"大华环球创新基金A Acc SGD","LU1261432733.SGD":"Fidelity World A-ACC-SGD","BK4554":"元宇宙及AR概念","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","BK4532":"文艺复兴科技持仓","LU2362540622.SGD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (SGDHDG) ACC","BK4592":"伊斯兰概念","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","LU2237957902.USD":"NIKKO AM GLOBAL EQUITY \"F\" (USD) ACC","LU2063271972.USD":"富兰克林创新领域基金","AMZN":"亚马逊","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU2361044865.SGD":"WELLINGTON US QUALITY GROWTH \"A\" (SGDHDG) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","SG9999014898.SGD":"United Global Quality Growth Fund Dis SGD","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","LU1548497426.USD":"安联环球人工智能AT Acc","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","WMT":"沃尔玛","LU0251132253.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) ACC","BK4527":"明星科技股","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","LU0882574139.USD":"富达环球消费行业基金A ACC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","LU2552382132.HKD":"WELLINGTON US BRAND POWER \"A\" (HKD) ACC","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU0265550359.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A2\" (USD) ACC","LU1880398471.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU1116320901.HKD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (HKD) INC","LU2065171311.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) ACC","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","BK4561":"索罗斯持仓","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC"},"translate_title":"分析师表示，沃尔玛似乎比竞争对手更好地应对特朗普关税","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"WMT":1,"AMZN":1},"content_text":"walmart -Shutterstock\n \n Walmart (WMT) appears better suited than rivals to withstand any tumult stemming from President-elect Donald Trump's promised tariffs after the world's biggest retailer posted strong quarterly earnings and boosted annual guidance, analysts said. \n\n Trump has vowed to levy broad-based tariffs on imports, including 60% on goods coming from China. Walmart Chief Financial Officer John David Rainey said Tuesday on CNBC that the retailer may have to raise prices on some items should the proposed taxes on imports take effect. \n\n Walmart may be better positioned than other retailers to take tariffs in stride, largely because two-thirds of the items sold in the US are sourced domestically sourced, Bernstein research analyst Zhihan Ma said in an interview with MT Newswires.\n\n \"Walmart has some exposure, but they're not the most exposed,\" Ma said. \"The reason is that most of the consumable products -- food, beverages, fresh produce -- are sourced domestically.\"\n\n Consumables account for roughly 75% of the company's net sales mix with the rest falling under discretionary, or general merchandise, the analyst said.\n\n \"Overall, compared to other companies with greater discretionary exposure, Walmart is more diversified,\" Ma said. \n\n On Wednesday, Walmart reported fiscal third-quarter adjusted earnings and revenue that topped estimates by analysts. The retail giant boosted full-year guidance for adjusted earnings to a range of $2.42 to $2.47 a share from $2.35 to $2.43 and lifted the net sales growth outlook to a range of 4.8% to 5.1% from 3.75% to 4.75%. Walmart also expects adjusted operating income to grow by 8.5% to 9.25%, up from the previous forecast of 6.5% to 8%. \n\n In the US, Walmart booked net sales of $114.9 billion, up from $109.4 billion a year earlier, while comparable sales grew by 5.3%, versus 4.9%. The company continued to increase US market share in both grocery and general merchandise thanks largely to upper-income households with earnings topping $100,000, which accounted for 75% of the share gains, Chief Executive Officer C. Douglas McMillon said Wednesday on an earnings call. \n\n The performance of Walmart's upper-income demographic continues a trend the company has flagged for several quarters, Karen Short, head of consumer/retail research at Melius Research, said in an interview with MT Newswires.\n\n \"They're not specifically targeting one cohort, they're just trying to gain share across the board,\" Short said. \"They have a lot of competitors that are struggling and are not executing particularly well, so it's more a question of momentum that's building.\"\n\n Though Walmart hasn't provided specific data on what's driving the trend among upper-income households, anecdotal evidence suggests that the e-commerce division, which posted sales growth of 27% globally and 22% domestically in the quarter, may be responsible, Bernstein's Ma said. For online purchases, a significant portion of orders came from customers choosing expedited delivery of less than one hour or less than three hours, CFO Rainey said on the earnings call. \n\n \"That's an additional $10 you're paying for expedited shipment,\" Ma said. \"Intuition would suggest that a lot of those people are probably coming from the higher-income cohort.\"\n\n The emergence of e-commerce reflects the company's efforts to provide customers with a suite of digital services akin to Amazon.com (AMZN). Walmart+, the membership program that provides in-store and online benefits to shoppers, recorded double-digit growth in membership income in the quarter, Rainey said. Walmart Marketplace, the e-commerce platform that allows third-party sellers to sell products on the retailer's website, posted 42% growth in the US. Walmart's global advertising business increased 28% in the quarter, including 26% growth by Walmart Connect in the US.\n\n \"They're getting traction with all of these alternative revenue streams,\" Short of Melius Research said. \"Those are not being used to fund brick and mortar. Those are just additive to the business. This ship is not changing course. The big just keep getting bigger and better.\"","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.2","shortVersion":"4.29.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2485411067"}