Walmart in Podcasts

Another thing that we're following is what we're finding is the best-run companies deal with the tariffs and the instability in Washington pretty well. So companies like Walmart, Costco seem to be doing just okay, notwithstanding all the tariff discussions and noise. Costco reported earnings. They had a nice quarter, and they project they're going to continue to do fine.

Walmart has said it plans to raise prices this month, maybe early this summer as well. Target has mentioned this might be on the table. What have other retail executives told us about what might happen with prices for shoppers?

In this episode, I didn't realize that, so they don't have Molly's phone, but they have her password. They have her phone number. So they go to, what was it? Was it Walmart? And they buy a new phone?

Costco and Walmart are two other businesses who also forecasted strong quarters ahead in the face of adverse conditions. Now, of course, a lot of Dollar General's sunny forecast is also tied to some optimism that it can dodge some tariff-related costs, by pressuring suppliers, finding cheaper alternatives, and shifting production.