Retail Inventories Are Rising. Watch the Margins. - Barron's
1. Walmart reported a 2.8% increase in inventories year-over-year. 2. Retailers are preparing for higher tariffs, impacting supply chains. 3. Retail sales rose 1.4% in March due to pre-emptive consumer purchases. 4. Experts warn of potential inventory shortages due to future tariff uncertainty. 5. High inventories may lead to margin pressures and increased markdowns.