

Walmart’s Warning, Money Tips for 2025 Grads
13 snips May 16, 2025
David Meier, a Senior Analyst, and Andy Cross, Chief Investment Officer, dive into Walmart’s plan to pass tariff costs to consumers, highlighting the retail sector's response to trade uncertainties. They also discuss Cava's innovative strategies and the surprising $2B acquisition of Foot Locker by Dick's Sporting Goods. Financial expert Robert Brokamp shares essential money tips for the class of 2025, emphasizing the importance of early investments and budgeting. Tune in for a mix of retail insights and valuable financial guidance!
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Walmart Signals Price Increases
- Walmart, despite its buying power, expects to raise prices due to tariffs impacting suppliers.
- This signals broader inflationary pressure as companies may pass increased costs to consumers.
Cava Defies Restaurant Trends
- Cava is growing fast with 10.8% same-store sales increase driven by traffic growth.
- Their price increases are below inflation and customers embrace their premium items, unlike other restaurants facing traffic declines.
Mixed Fortunes in Sporting Goods
- Dick's acquisition of Foot Locker puzzled the market due to Foot Locker's struggles and changing retail patterns.
- On Holdings stands out with rapid global growth, benefiting from supply chain diversification away from China.