April 24, 2025

Trump Tariffs: How CEOs of Walmart, Target and Home Depot may have just done a HUGE favour to Jeff Bezos' Amazon

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President Trump’s softened stance on Chinese tariffs, following warnings from retail CEOs like Walmart and Target, has disproportionately benefited Amazon. While Amazon wasn’t at the meeting, its stock rebounded more significantly than brick-and-mortar retailers. This reflects Amazon’s greater reliance on third-party sellers importing from China and its vulnerability to price increases and advertising revenue decline.

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