Amazon and Walmart Overhaul Supply Chains as China Tariffs Bite

Highlights While U.S. tariffs have been paused for 90 days, they remain in place on Chinese imports and are pressuring retailers like Walmart and Amazon to rethink pricing, procurement, and supply chain strategies, with Walmart pulling income guidance and Amazon canceling vendor orders to manage costs. Both companies are expanding in response — Amazon is exploring unconventional logistics innovations (like defibrillator-equipped drivers) and federal IT contracts, while Walmart is opening more Sam’s Clu ...