Walmart CEO Says Consumers Changing Spending Due To Inflation, Egg Prices: 'The Money Runs Out Before The Month Is Gone

Core Insights - A leading retailer's executive has raised concerns about changing consumer spending habits due to high food prices, tariffs, and inflation [1][3] - Walmart's CEO Doug McMillon highlighted that budget-conscious consumers are opting for smaller pack sizes and seeking value in their purchases [2][7] - The CFO of Walmart, John David Rainey, acknowledged the uncertainty in the market and the impact of tariffs on food prices, emphasizing efforts to keep prices low [4][6] Consumer Behavior - Consumers are experiencing financial strain, leading to changes in purchasing behavior, such as buying smaller pack sizes towards the end of the month [2][7] - High food prices, particularly for items like eggs, have persisted and are causing frustration among lower-income consumers [3][5] Economic Context - January inflation saw a significant increase, with rising egg prices contributing to the overall inflationary pressure [5] - Other retailers, like Dollar Tree, are also facing challenges due to tariffs and high inflation, indicating a broader industry concern [6][7] Stock Performance - Walmart's stock has seen a decline of 3.47% to $88.50, with a year-to-date decrease of 1.6% in 2025, although it has increased by 46% over the past year [8]