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WMT: Mixed Report, Strong Digital Growth, and Tariff Resilience

WMT: Mixed Report, Strong Digital Growth, and Tariff Resilience

Schwab Network · Schwab Network

August 21, 20255m 48s

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Show Notes

Walmart (WMT) shares took a hit after its mixed quarterly report, but Jacob Aiken-Phillips sees it as a "good buying opportunity" despite a messy quarter. He notes that the company's e-commerce and digital businesses continue to accelerate, and its supply chain strength will help it navigate ongoing tariff pressure. Bea Chiem adds that Walmart's scale gives it a significant buffer to absorb cost increases, and the company is well-positioned to manage the balance between maintaining low prices and maintaining profitability.


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