🛒 Walmart Reports Strong Q1 eCommerce Growth Amid Tariff Concerns

Walmart has reported a 21% increase in U.S. eCommerce sales for the first quarter of 2025, marking the first time its online business has achieved full-quarter profitability. This growth is attributed to higher-margin ventures such as online advertising and its marketplace platform. However, the retail giant has warned that recent tariff hikes may necessitate price increases by the end of May, as the company cannot absorb all the additional costs. Despite these challenges, Walmart has maintained its annual profit forecast, anticipating adjusted earnings per share between $2.50 and $2.60 for the fiscal year ending January 2026. Reuters+1Fox Business+1

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📦 Retailers Accelerate Imports to Prepare for Summer Shopping Season

Following a temporary tariff reduction agreement between the U.S. and China, American retailers are expediting orders for summer merchandise from Chinese factories. This surge aims to replenish inventories after a previous pause in orders due to high tariffs. However, concerns are rising about potential supply chain bottlenecks and increased freight costs as companies rush to import goods within the limited timeframe. ETRetail.com+1Reuters+1

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📉 Alibaba Misses Revenue Estimates Amid Intensified Competition

Chinese eCommerce giant Alibaba has reported quarterly revenue that fell short of Wall Street expectations, as the company faces intensified competition and economic challenges in its domestic market. The company is implementing new strategies to encourage consumer spending amid persistent economic weakness and global trade uncertainties. Reuters