Walmart 2020 Outlook & Supplier Day Recap

March 5, 2020 - 1:00 pm


We continue to view Walmart as a strong retail partner/investment for suppliers.  Walmart’s market share performance is expected to remain strong in 2020 and will likely only get better if consumer spending starts to soften.  Suppliers do not seem concerned with the transition in leadership within Walmart US.  Tariffs and eCommerce losses cloud the company’s margin outlook a bit, but Walmart seems to be managing through these headwinds effectively in the near term.