Seriously, What Could They Be Thinking?
Seriously, What Could They Be Thinking? Podcast
The Price of Protection
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The Price of Protection

Tariffs, Trade, and Tough Calls at Walmart

When the U.S. ramps up tariffs on Chinese goods, companies don’t just adjust spreadsheets, they make leadership decisions under fire.

In our latest episode of Seriously, What Could They Be Thinking? 🎙️ Jamie and I break down how Walmart…yes, Walmart….is navigating the quiet chaos of trade policy, inventory pressure, and pricing strategy.

👉 What do they absorb? What do they pass on?

👉 How do they plan for Christmas… when trade rules change mid-year?

👉 And how do leaders stay steady when every decision has a dollar sign and a headline attached?

This isn’t just a podcast about tariffs. It’s a front-row seat to the real-time decision-making inside America’s biggest retailer.

🎧 Join us as we dig into:

  • The basics of tariffs (quick and painless, promise)

  • Why Walmart’s seasonal calendar makes tariff timing brutal

  • What leaders should really be asking in moments like this

How should companies handle the next wave of tariffs? Absorb or pass it on?

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