22 de agosto de 2025
São Paulo, 22/08/2025 – O Walmart está mostrando por que é uma força tão formidável no varejo, registrando rápido crescimento nas vendas e elevando suas perspectivas em um momento em que os consumidores estão sendo pressionados por preços mais altos.
Alguns consumidores estão reduzindo os gastos devido aos aumentos de preços impulsionados por tarifas, mas o Walmart está absorvendo o suficiente do custo para manter seus aumentos de preços abaixo da média nacional, afirmou a empresa.
A gigante do varejo afirmou que está conquistando consumidores com descontos em supermercados, entrega rápida e em categorias como ofertas de moda mais sofisticadas.
Os investidores ficaram decepcionados, no entanto, com o Walmart não atingindo sua meta de lucro no último trimestre. A empresa relatou aumento de custos, incluindo cortes de empregos e encargos relacionados a indenizações por lesões de trabalhadores e consumidores. Executivos do Walmart também disseram que, à medida que o varejista reabastece o estoque com tarifas mais altas, seus custos continuarão a aumentar. As ações da empresa caíram mais de 4% nas negociações de quinta-feira, embora ainda estejam quase 30% mais altas do que há um ano.
*Conteúdo traduzido com auxílio de Inteligência Artificial, revisado e editado pela Redação do Broadcast
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Walmart Wins Over More Shoppers
Retail giant misses its earnings target but reports that U.S. comparable sales rose 4.6% in the latest quarter
By Sarah Nassauer
Walmart is showing why it is such a formidable force in retail, posting rapid sales growth and raising its outlook at a time when shoppers are being squeezed by higher prices.
Some shoppers are pulling back on spending because of tariff-driven price increases, but Walmart is absorbing enough of the cost to keep its price hikes lower than the national average, the company said.
The retail behemoth said it is winning over shoppers with grocery discounts, fast shipping and in categories like more elevated fashion offerings.
Investors were disappointed, however, that Walmart missed its earnings target for the latest quarter. The company reported increased costs, including job cuts and charges related to worker and shopper injury claims. Walmart executives also said that as the retailer replenishes inventory at higher tariff levels, its costs will continue to tick up. The company’s shares fell more than 4% in Thursday trading, though they are still nearly 30% higher than they were a year ago.
Shoppers for the past few years have spent somewhat cautiously, leaning toward needs over wants, but tariff-related price increases have caused middle- and low-income shoppers to rein in their spending even more, Walmart Chief Executive Doug McMillon said on a call with analysts Thursday.
Of the products Walmart sells in the U.S., about a third come from overseas. Because of tariffs, the company is raising prices on about 10% of the goods it imports, absorbing the rest of the elevated cost, Walmart Chief Financial Officer John David Rainey said in an interview.
“We’re playing offense,” he said, noting that Walmart is gaining market share with all income groups.
The company’s U.S. comparable sales, those from stores and digital channels in operation for at least 12 months, rose 4.6% in the three-month period ended Aug. 1.
Some other big box retailers are reporting more muted results, but Walmart, along with Amazon, is vacuuming up market share. Earlier this week, home improvement retailers Home Depot and Lowe’s each reported comparable sales growth of around 1% in the latest quarter. Target said its comparable sales fell 1.9%. Amazon reported online sales growth of 11% in the latest quarter.
Walmart on Thursday reported a charge of $450 million related to settlements over worker and shopper injury claims. The volume of claims isn’t increasing, but the cost of each is, executives said. Those costs were offset by more profitable e-commerce operations, inventory management and higher advertising revenue, the company said.
“Our profit performance wasn’t what we wanted this quarter,” McMillon said in a video address to employees posted on social media Thursday. “As always, we should all stay focused on safety, whether that’s preventing slips and falls, by keeping our aisle clear or making sure our equipment is used properly.”
To avoid tariff increases, Walmart continues to place early orders on items it thinks will sell well. Meanwhile, it is ordering less of some higher-priced items subject to higher levies that shoppers are likely to pull back on, said Rainey, the CFO.
Some tariff-related price increases are still coming, Rainey said. Walmart’s prices rose by an average of 1% in the most recent quarter, he said.
“We’re going to continue to try to navigate this on an item-by-item, category-by-category way to minimize the impact on the consumer,” Rainey said.
In May, Walmart said it would need to increase prices to offset tariffs and that some of those higher price tags had already hit shelves. Days later, President Trump took to social media to chastise the retailer and said Walmart and China should “eat the tariffs.”
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