吞下关税还是转嫁成本 “沃尔玛们”两难

Core Viewpoint - The article discusses the impact of U.S. tariffs on Walmart's pricing strategy and the broader implications for the U.S. economy, highlighting a conflict between Walmart and President Trump regarding who should absorb the costs associated with tariffs [2][5][6]. Group 1: Walmart's Pricing Strategy - Walmart has indicated that it will raise prices on certain products due to the impact of U.S. tariffs, which has drawn criticism from President Trump, who believes Walmart should absorb these costs given its substantial profits last year [2][3]. - Walmart's CFO stated that while the company aims to keep prices low, the scale of tariffs and the reality of thin retail margins limit their ability to absorb all costs [3][4]. - Approximately one-third of the products sold by Walmart in the U.S. are imported, primarily from countries like China, Mexico, Canada, Vietnam, and India, making the company particularly sensitive to tariff changes [3][4]. Group 2: Economic Impact and Consumer Sentiment - The tariffs have made various goods more expensive, with reports indicating significant price increases for specific products, such as a 43% rise in Barbie dolls and an $80 increase for certain washing machines [6][7]. - The uncertainty surrounding trade negotiations has made it difficult for Walmart to provide revenue forecasts for the upcoming quarter, reflecting broader economic instability [5][6]. - Consumer confidence has been negatively affected, with the University of Michigan's consumer sentiment index dropping to 50.8, the lowest since June 2022, as many consumers express concerns about rising inflation due to tariffs [7][8].