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From Cautious Consumers to Tariff Jitters: Walmart and Amazon Face Q1 Headwinds

  • Both Amazon and Walmart expressed caution in their Q1 outlooks due to concerns about inflation and slowing consumer spending.
  • Factors such as tariffs and the shift in consumer focus toward essentials are contributing to softer demand for discretionary items.
  • Uncertainty regarding policies, such as tariffs, and changing regulations makes forecasting difficult for retailers.
  • Walmart reported a surge in eCommerce sales, with store-fulfilled pickup and delivery services driving much of the growth.

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