This will be some relief I think, though reaffirming FY guide given the 104% announcement since their latest earnings is...a choice. *WALMART REAFFIRMS Q1 SALES GUIDANCE *WALMART FY2026 GUIDANCE REMAINS UNCHANGED - ThreadSky

peark.es • 73 days ago

This will be some relief I think, though reaffirming FY guide given the 104% announcement since their latest earnings is...a choice.

*WALMART REAFFIRMS Q1 SALES GUIDANCE
*WALMART FY2026 GUIDANCE REMAINS UNCHANGED

Comments

skoryy.bsky.social•73 days ago

Well, if Leonard Leo's suing to stop the tariffs...

https://www.theguardian.com/us-news/2025/apr/07/trump-tariffs-lawsuit

bananapantz.bsky.social•73 days ago

I thought I had read they have around 20% of sales of product from China. Does that sound right?

sixth-vix.bsky.social•73 days ago

This is like that point in the Big Short when they refused to acknowledge what was happening. https://www.youtube.com/watch?v=9xZx1lf2tvs

mikecrowder-cha.bsky.social•73 days ago

They’re betting on 47 blinking.

norcalgardenofeden.bsky.social•73 days ago

He won’t. He wants a fight. In the oval. He needs to have his moment to break down and cry.

One man’s psychodrama.

mikecrowder-cha.bsky.social•73 days ago

That’s what HE wants. The people who run Wal Mart are very smart and they’re tuned into far more than the constant nonsense coming out of Washington.

norcalgardenofeden.bsky.social•73 days ago

Cool everybody bet against the latest idiots. Let’s blow them up next…oh my god it’s infuriating to see an elite with fucking private jets, bodyguards, trillions of dollars at their command, to be able to walk into the Oval, and call this charade.

coffeeaddict.bsky.social•73 days ago

That is a bet that this isn’t going to last

seed-corn-thoughts.bsky.social•73 days ago

Yeah, and they have a lot of money to splash around and friends in both parties.

rebeccalynn2025.bsky.social•73 days ago

The only way this makes any sense. But unless Trump sees pain he won't budge

nickwolfebrown1.bsky.social•73 days ago

Well, it's guidance. They failed to provide the errors on the +/-, which are "all of it".

malaclypse.bsky.social•73 days ago

Are they talking about gross sales, or gross margin?

rebeccalynn2025.bsky.social•73 days ago

2/3 of Walmart products are already sourced from the US

nickwolfebrown1.bsky.social•73 days ago

Where did you get that idea??

swolecialism.bsky.social•73 days ago

Its what Walmart tells investors. It probably doesn't account for percentage of upstream inputs from abroad, but it is true as far as it goes

nickwolfebrown1.bsky.social•73 days ago

Measured by dollar value, or volume?
And what would it be excluding grocery, which is impractical for china-import in most categories?
(Sorry, I don't typically follow Walmart.....)

katie.hipopener.com•73 days ago

Also doesn’t a lot of their income now come from Aliexpress style sales?

pellat.bsky.social•73 days ago

They think Trump is going to cave... He may not?

repetitiveuser.bsky.social•73 days ago

Lol, LMAO even

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