Recently, $Walmart (WMT.US)$ (Walmart, WMT) has decided to pass on the cost of US import tariffs to Chinese suppliers, requiring suppliers to bear up to 10% additional costs. This move has attracted widespread attention in the market, as it not only affects Walmart's supply chain stability but may also have a ripple effect on its price competitiveness, brand reputation, and stock price. Investors need to pay attention to how this strategy affects Walmart's long-term growth and assess whether it is still worth investing in. This article will analyze the impact of this change on Walmart from the perspectives of Earnings Reports, market competition, and supply chain transformation.
Supplier pressure and increasing Global supply chain risks.
Walmart currently imports a large amount of commodities from China, covering categories such as housewares, electronics, and clothing. According to data, Walmart sources about 30%-40% of its commodities from Chinese suppliers. The US government is strengthening tariff policies on imported products from China starting in 2024, with some commodities facing tariff rates as high as 25%-30%, which puts higher cost pressure on retailers.
In the past, retailers usually absorbed some tariffs themselves or passed costs to consumers by increasing commodity prices. However, Walmart has chosen to pressure suppliers directly to lower supply prices to maintain its low price strategy while avoiding damage to its own profits. This decision has drawn market attention, as suppliers' profit margins are already quite limited, and if large-scale...

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