Walmart US eCommerce Sales Jump 21%; McMillon Cites Tariff-Proof Factors

Highlights Walmart's strong performance in eCommerce, including a 21% jump in U.S. sales and the achievement of U.S. eCommerce profitability for the first time, is seen as a key factor that can help offset cost pressures from tariffs and supply chain issues. Tariffs are identified as an “immediate challenge” creating “unprecedented” cost pressure that Walmart cannot fully absorb due to narrow retail margins, particularly those on China. This dynamic backdrop makes forecasting future earnings “difficult ...