关税影响即将到来！沃尔玛警告：我们无法永远维持价格不变

Core Insights - Walmart reported strong quarterly performance but warned of price increases due to tariffs and economic instability [1][2] - The company experienced a 4.5% increase in same-store sales in the U.S. and adjusted earnings per share of $0.61, exceeding Wall Street expectations [1] - Despite the positive sales growth, there are concerns about fluctuating sales and the impact of tariffs on pricing strategies [1][3] Financial Performance - For the quarter ending April 30, Walmart's U.S. same-store sales grew by 4.5% [1] - Adjusted earnings per share were reported at $0.61, surpassing analyst forecasts [1] Economic and Trade Environment - The ongoing trade discussions and tariff policies create uncertainty, leading Walmart to refrain from providing current quarter revenue guidance [2] - The company highlighted that the retail environment is challenging, with unprecedented price increases affecting consumer behavior [2][3] - Walmart's CFO noted that the impact of tariffs is significant enough that retailers cannot absorb the costs [2] Consumer Behavior and Sales Trends - There has been a noted decline in sales of general merchandise, while grocery and pharmacy sales remain strong [1] - The company is preparing for potential impacts on short-term profits due to consumer shifts towards lower-margin grocery purchases [3] - Price increases are expected to become more apparent in May, affecting consumers reliant on Walmart's low-price strategy [1][2]