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"Best Retailer in America:" WMT Bull Case on Consumers, Tariffs & AMZN

"Best Retailer in America:" WMT Bull Case on Consumers, Tariffs & AMZN

Schwab Network · Schwab Network

September 12, 202511m 36s

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Show Notes

Jan Rogers Kniffen considers Walmart (WMT) nearly indestructible. He says the retail giant handled tariffs "extraordinarily well" and continues to draw customers through its doors despite economic uncertainty. Jan adds that Walmart bringing more higher-end consumers in stores supports his bull case. He doesn't see ecommerce giants like Amazon (AMZN) disrupting Walmart's momentum. Tom White presents example options trades in Amazon and Walmart.


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