Walmart Can Navigate ‘Any Storm’, a Bad Report Means ‘Serious Pain for Other Retailers’

Bea Chiem and Charlie O’Shea give their expectations for Walmart (WMT) earnings tomorrow morning. Bea focuses on how these earnings can give us insight into the consumer economy, looking at the most recent Retail Sales data as well. “They have the negotiating power” for prices, Bea adds. Charlie expects a “surprise to the upside,” but says if WMT is in trouble, that “portends some serious pain for other retailers.”

The Watch List

14 May 2025

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