受特朗普政府关税政策影响，沃尔玛和Target等大型零售商的商品价格开始上涨。Reddit论坛上，自称是沃尔玛员工的用户报告了各种商品的价格上涨，包括食品、玩具和户外装备。例如，可可粉价格上涨了近80%，侏罗纪世界T-Rex玩具上涨了38%。沃尔玛CEO曾警告称，公司可能无法长期避免价格上涨，而CFO也表示关税政策可能在几周内影响价格。尽管如此，特朗普仍建议沃尔玛“承担关税”。目前，关税政策的持续时间尚不确定，但沃尔玛已开始将部分供应链转移至印度以实现多元化。

💰 沃尔玛和Target商品价格上涨：Reddit上的帖子显示，包括食品、玩具和户外装备在内的商品价格均有所上涨。例如，8盎司可可粉的价格从3.44美元涨至6.18美元，涨幅近80%；侏罗纪世界T-Rex玩具从39.95美元涨至55美元，涨幅38%。

🗣️ 沃尔玛高管的警告：沃尔玛CEO Doug McMillon在5月的财报电话会议上警告称，公司可能无法长期避免价格上涨。CFO John David Rainey也表示，特朗普的关税政策可能在几周内影响价格，并指出“这些涨价幅度超出了任何零售商或供应商的承受能力”。

🏛️ 关税政策的法律状态：联邦贸易法院裁定特朗普实施广泛关税的权力不足，但该裁决目前处于待上诉状态，这意味着关税政策暂时仍然有效。根据2023年路透社的报道，2023年1月至4月期间，沃尔玛60%的商品来自中国，沃尔玛已开始将部分供应链转移到印度以实现多元化。

The ripple effects of President Donald Trump’s sweeping tariffs are starting to appear on the shelves of big box stores like Target and Walmart.

On Reddit's r/Walmart subreddit, posters who say they're employees of Walmart have begun reporting significant price hikes.

In fact, the subreddit has become a running thread of examples, from grocery staples to toys and outdoor gear. One post points to an 8-ounce jar of cocoa powder, which spiked from $3.44 to $6.18, a nearly 80 percent increase. As spotted by Business Insider, a Jurassic World T-Rex toy recently jumped from $39.95 to $55 — a 38 percent hike — while a fishing reel that once sold for $57.37 is now listed at $83.26. The same products have seen similar price increases at Target as well, also according to Business Insider.

While anecdotal, these Reddit posts suggest that the tariff price hikes Walmart warned about may have arrived.

At an earnings call in May, Walmart CEO Doug McMillon warned customers that the company might not be able to avoid price hikes much longer. As The Street reported, McMillon acknowledged that the company couldn't "absorb all the pressure given the reality of narrow retail margins." Also in May, Walmart CFO John David Rainey warned consumers that Trump’s tariff policy could impact prices "within the coming weeks," which means these increases are right on time.

"We’re wired for everyday low prices, but the magnitude of these increases is more than any retailer can absorb," Rainey told CNBC. "It’s more than any supplier can absorb."

Trump didn’t take kindly to these statements. On Truth Social, he fired back, saying Walmart should simply "eat the tariffs."

It's still unclear how long the Trump administration's new tariffs will last. A federal trade court ruled last Thursday that Trump lacked the constitutional authority to implement his expansive tariff regime. That decision is currently on hold pending appeal, meaning the tariffs remain in place for now.

According to a 2023 Reuters report, 60 percent of Walmart’s goods were sourced from China between Jan. and April of that year. Since then, the company has begun shifting parts of its supply chain to India in an effort to diversify.