Former Walmart U.S. CEO Bill Simon questions stock drop: 'It was about as good of a quarter as any retailer could have in any environment'

Group 1 - Walmart's former U.S. CEO Bill Simon finds the recent 4.5% stock drop surprising despite the company raising its full-year sales and earnings forecast, indicating strong performance [1][2] - Simon emphasizes Walmart's ability to attract customers with lower prices while managing tariff impacts, viewing this as a significant competitive advantage [1][2] - The stock decline may be attributed to Walmart's first earnings miss in over three years, primarily due to one-time expenses like restructuring costs, which Simon believes do not indicate a systemic issue [3] Group 2 - Simon notes that Walmart's decision to raise guidance despite tariff challenges is a positive sign for investors, suggesting that there is no significant tariff impact on the business [2][3] - He highlights the ongoing appeal of Walmart's low prices and convenience, asserting that if the company can maintain its revenue growth, it will continue to be a formidable player in the market [4] - Year-to-date, Walmart shares have increased by 8%, although they remain approximately 7% below the record high reached on February 14 [4]