Walmart leaning into tariff uncertainty: 'Positioned to play offense'

Group 1 - Walmart executives express confidence in the company's ability to navigate challenges posed by President Trump's trade war, citing past experiences with crises [1][3] - CEO Doug McMillon emphasizes that the company is positioned to take proactive measures despite short-term impacts from tariffs [2][3] - The company sees opportunities to gain market share and maintain flexibility in pricing strategies as tariffs are implemented [3][5] Group 2 - Nearly two-thirds of Walmart's U.S. spending is directed towards domestically produced goods, while one-third is sourced globally, with China and Mexico as major contributors [4] - The company has warned that tariffs will likely lead to increased consumer prices, with finance head John David Rainey indicating that the levies will be inflationary [5][6] - Walmart is negotiating with suppliers to manage price changes based on product categories rather than country of origin, aiming to mitigate tariff impacts [6]