2025-03-07
6 分钟Hey, listeners, it's March 6th.
I'm Chip Cutter for the Wall Street Journal, and this is what's News in Earnings,
our look at the broad themes that stood out in the latest earnings season.
Today we're talking about retailers.
For years, consumers have gravitated towards companies such as Walmart,
Amazon and Costco that are known for low prices and fast shipping on lots of items.
But now the industry is grappling with a growing list of issues tariffs,
cautious consumers and still high inflation.
Some big companies like Best Buy are already warning of challenges ahead
and possibly higher prices for shoppers.
Sarah Nassauer covers the biggest retailers for the Journal
and is here to explain all that's happening across the industry.
Sarah, so good to see you.
Thanks for having me.
So let's start with what happened this week.
The Trump administration's long awaited, long feared tariffs on Mexico and Canada took effect,
adding to those already in place for goods from China.
These, of course, could still be retracted.
But what did retailers have to say about them and what will it mean for consumers?
The retailers said they're not fans and they expect to raise prices.