Tariffs, Shmariffs: Walmart's Earnings Show The Consumer Is Strong

1. Walmart's Q4 2025 earnings were $0.66 per share, slightly beating expectations. 2. Revenue was $180.55 billion, up 4% year-over-year despite tariff concerns. 3. Analysts had forecasted lower earnings but Walmart's revenue exceeded their lower expectations. 4. Forward guidance indicates earnings between $0.57 and $0.58 per share for Q1 2025. 5. The overall US consumer remains strong, countering earlier fears of a downturn.