WAIT!There is radio active shrimp at WALMART…. https://t.co/v46yAdDSKi ...

The FDA is warning today that frozen shrimp from Walmart may have been exposed to radioactive material. The products were apparently sold in 13 states under the store's Great Value brand. The agency says no shrimp in the US food supply has tested positive yet, but it's still telling people who bought the shrimp to throw it out right away and contact the store for a refund.We reached out to Walmart and the distributor BMS Foods for comment, but we've not heard. ...

Core Viewpoint - The article discusses the impact of increasing tariffs on U.S. companies, highlighting the complexities of cost absorption and pricing strategies in response to tariff pressures. Group 1: Tariff Impact on Inflation and Cost Distribution - The effective tariff rate in the U.S. has risen to 10.6%, with theoretical rates potentially reaching 16-17% [2][4] - Concerns about inflation have not materialized as expected, with CPI increases remaining below projections for the past four months [2][4] - The distribution of tariff costs among exporters, U.S. companies, and consumers will significantly influence the overall economic pressure [6] Group 2: Company Behavior Under Tariff Pressures - The article analyzes U.S. companies' responses to tariffs through earnings calls, focusing on industries with high overseas dependency and various supply chain stages [7][10] - Companies are categorized based on their reliance on imports and their position in the supply chain, affecting how they experience tariff impacts [7][10] Group 3: Pricing Strategies and Cost Absorption - Companies are generally cautious in passing on tariff costs to consumers, with many opting to absorb costs initially [12][13] - Essential goods see slower and smaller price increases due to lower price elasticity, while discretionary items experience more aggressive pricing adjustments [14][15] - Companies like Walmart and Kroger are particularly careful about passing on costs for essential items, while others in discretionary sectors are more proactive [14][15] Group 4: Supply Chain Adjustments - Companies are negotiating with suppliers and adjusting supply chains to mitigate tariff impacts, with many reducing reliance on Chinese imports [16] - Retailers like Home Depot and Best Buy have significantly decreased their sourcing from China, while increasing imports from countries like Vietnam and Taiwan [16] - Some manufacturers are investing in U.S. production to counteract long-term trade risks [16] Group 5: Financial Impact of Tariffs - Tariffs have led to an average profit margin decline of 1.2% across sampled companies, with manufacturers bearing a larger share of the cost [18][19] - The impact varies by sector, with manufacturers experiencing more significant cost absorption compared to retailers [19][20] - Retailers have more flexibility in adjusting product offerings to mitigate tariff impacts, while manufacturers face higher costs due to direct exposure to imported materials [20] Group 6: Demand Trends and Consumer Behavior - There is a noted shift towards value-oriented consumption as consumers react to rising prices due to tariffs [21] - Durable goods saw a temporary spike in demand as consumers rushed to purchase before anticipated price increases, leading to potential future demand declines [21][22]

Core Points - The FDA is investigating a shipment of Walmart shrimp that tested positive for man-made radioactive material Cesium-137 (Cs-137) [1][2] - The shrimp supplier, PT. Bahari Makmur Sejati (BMS Foods), has been placed on a "red list," prohibiting the sale of its products in the U.S. until the issue is resolved [2] - Walmart has recalled the affected shrimp and is cooperating with the FDA and the supplier to address the contamination [7][8] Group 1: Contamination Details - Cs-137 was detected in a sample of breaded shrimp, leading to an import alert for chemical contamination [2][4] - The contamination was linked to insanitary conditions during the preparation, packing, or holding of the shrimp [4] - The FDA is working with Indonesian seafood regulatory authorities to investigate the root cause of the contamination [8][11] Group 2: Consumer Guidance - Consumers are advised not to eat or serve Great Value raw frozen shrimp from Walmart with specific lot codes: 8005540-1, 8005538-1, and 8005539-1 [8] - Those who purchased the affected shrimp should dispose of them [8] Group 3: Regulatory Actions - The FDA is coordinating with U.S. Customs & Border Protection (CBP) to prevent contaminated products from reaching consumers [7] - The agency is tracing all implicated products processed by BMS Foods through the supply chain [11]

Core Insights - The 2025 Q2 earnings season is concluding with strong earnings growth and many companies exceeding expectations, while Q3 expectations have also increased [1] Retail Performance - Walmart (WMT) has significantly outperformed Target (TGT) in recent years, benefiting from a more stable product mix and strong digital sales [2][4] - Walmart's global eCommerce sales grew 22% year-over-year, and comparable store sales in the US increased by 4.5%, with expectations for Q3 at 4.2% [5][6] - Target has struggled with a decline in comparable store sales by 3.8% year-over-year and overall sales down 2.8%, with expectations for a further decline of 2.9% [10][18] Digital Efforts - Target's digital comparable sales grew 4.7% year-over-year, and same-day delivery through Target Circle 360 increased by 36%, indicating some success in its digital strategy despite overall sales challenges [12][16] Market Position - The disparity in performance is attributed to Target's higher share of discretionary merchandise, which has been a disadvantage in the post-COVID environment, while Walmart's focus on staple products has provided consistent demand [18]

At Home Depot, it's up 3% today despite a slight miss on the top and bottom lines. It second straight quarter of missing estimates. Investors were encouraged by the company standing by its fullear guidance, expecting comparable sales to rise about 1%.CFO Richard McFale also told CNBC that comp sales in July were up 3.3% from the same quarter in 2024. It's the best monthly comp of the year. So, sticking with retail, Target is set to report earnings tomorrow before the bell.The stock is tracking for its third ...

Core Insights - Walmart Inc is set to report its second-quarter earnings on August 21, with expected earnings of 73 cents per share and revenue of $175.51 billion, reflecting year-over-year increases of 9% and 3.6% respectively [1] Stock Performance - Walmart's stock was last observed at $101.51, up 0.8%, and has a year-to-date gain of 12.3%, significantly outperforming Target's year-to-date loss of 22.3% and the smaller gains of Costco and Amazon [2] - The stock recently broke above the $100 resistance level, which has now turned into support following a short-term pullback [2] Post-Earnings Reactions - Historically, Walmart's stock has shown a mixed post-earnings reaction, averaging a 4.6% swing, with a notable 6.6% increase last August [4] - Traders are anticipating a 6.9% move in the stock following the upcoming earnings report [4] Options Activity - There has been an increase in bullish sentiment among options traders leading up to the earnings announcement, with a 50-day call/put volume ratio of 2.07, ranking higher than 94% of readings from the past year [5]

Group 1 - Proactive provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The news team covers medium and small-cap markets, as well as blue-chip companies, commodities, and broader investment stories [3] - Proactive has bureaus and studios in key finance and investing hubs including London, New York, Toronto, Vancouver, Sydney, and Perth [2] Group 2 - The company is focused on sectors such as biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] - Proactive adopts technology to enhance workflows and improve content production [4] - Automation and software tools, including generative AI, are used, but all content is edited and authored by humans [5]

Company Overview - Trinity Asset Management was founded by Brian Gilmartin in May 1995, focusing on providing attention and service to individual investors and institutions overlooked by larger firms [1] - Brian Gilmartin has extensive experience in the investment industry, starting as a fixed-income/credit analyst and later managing equity and balanced accounts for clients [1] Professional Background - Brian Gilmartin has a BSBA in Finance from Xavier University and an MBA in Finance from Loyola University, with the CFA designation awarded in 1994 [1] - He has contributed to various financial publications, including TheStreet.com and Wall Street AllStars, and has been quoted in notable outlets like the Wall Street Journal [1]

Group 1 - Walmart Inc. is recognized as a defensive stock, appealing to investors seeking stability amid market volatility [1] - The company demonstrates sustained profitability through strong margins, stable and expanding free cash flow, and high returns on invested capital, which are considered more reliable drivers of returns than valuation alone [1] - The investment strategy focuses on undervalued growth stocks and high-quality dividend growers, indicating a preference for long-term value creation [1] Group 2 - The analyst managing a portfolio on eToro emphasizes the importance of managing investments wisely to ensure financial freedom and the ability to work in fulfilling environments [1]