The logos of Walmart and Sam’s Club are represented in Cuautitlan Izcalli, Mexico, January 30, 2025.
Raquel Cunha | Reuters
Walmart Thursday will publish quarterly profits, while economists and investors are trying to assess the way in which American consumers react to President Donald Trump’s decision to increase prices on dozens of countries around the world.
Here is what Wall Street is waiting for the large -scale retailer, according to a survey of LSEG analysts:
- Profit by action: 74 cents expected
- Income: 176.16 billion dollars
As the largest American retailer, Walmart offers a unique window on the financial health of American households. As higher tasks have come in adjustment and start -up – some being delayed and others entering into force earlier this month – Wall Street has tried to understand how these costs will pass in the American economy.
The company said it expects net sales to increase between 3.5% and 4.5% for the second tax quarter, but it did not provide advice on profits for the period due to the evolution of American tariff policies.
Walmart said in May that it expects annual sales to increase from 3% to 4% and that the adjusted profit varies from $ 2.50 to $ 2.60 per share.
The discounter based in Arkansas said in May that, even with its size and scale, it should increase prices for certain items due to higher tasks.
Financial director John David Rainey told CNBC at the time that prices were “still too high”, despite the fact that Trump agreed at the time to reduce imports on imports from China to 30% for 90 days. Earlier this month, Trump again delayed the deadline for China prices, keeping the samples at this rate.
“We are wired at low prices every day, but the magnitude of these increases is more than any retailer can absorb,” Rainey at CNBC told May. “It is more than any supplier can absorb. And I fear that consumers are starting to see higher prices.”
About a third of what Walmart sells in the United States comes from other parts of the world, with China, Mexico, Canada, Vietnam and India representing its largest import markets, said Rainey in May.
The comments of Walmart drew ire from Trump, who said in an article on social networks that Walmart should “eat prices”.
According to a CNBC analysis of around 50 items sold by the retailer, some of these price changes have already struck the shelves. The items that increased from price to Walmart in the summer included a pan, a pair of jeans and a car seat.
However, even with higher costs of the prices, Walmart has managed better than its competitors at retail because it looked at its reputation for value, has contributed to faster deliveries to customer houses and attracted more household cases with high income.
He also marked an important step in May – displaying his profitable first trimester For its electronic commerce activity in the United States and worldwide. Its online activity has reduced more income, because it has sold more advertising and has made sellers commissions that are part of its third -party market.