WMT · 10-Q · 2026Q2 · Full report
Supply Chain Tariff Impact
Walmart Inc. · 2026-05-29 · Importance 24 · Surprise 42
The Company is participating in the U.S. Customs and Border Protection process for refunds of tariffs paid as importer of record under the International Emergency Economic Powers Act; the timing, amounts and resolution remain uncertain and no amounts were recognized in the quarter. Management highlights that less than one third of what Walmart sells in the U.S. is imported, with primary sourcing from China, Vietnam, Mexico, India and Canada. Tariff uncertainty is noted as a potential factor affecting sourcing, pricing and merchandising strategies, which could influence costs and customer prices. Walmart is monitoring legal and administrative developments but has not recorded recoveries for these refund claims in the period.