Likefolio’s Andy Swan covers their consumer sentiment data on Walmart (WMT). Despite some economists expecting the “shoe about to drop” on consumer health, Andy says there’s no sign of it happening. He sees WMT’s web traffic “consistently trending higher” and calls its strategy and execution “masterful.” From their earnings report, he expects “very good” results, but the “wild card” is tariffs. He talks about its digital strategy and how it is competing with Amazon (AMZN).