Temu’s collapse may be faster than expected—58% drop in users, slashed ad spend, and a death spiral in motion. What’s next for the discount juggernaut?

Walmart's recent Investor Day revealed challenges and insights, particularly about eCommerce, tariffs, and their future strategy. With over two-thirds of inventory sourced domestically, Walmart navigates the uncertain global landscape. Find out how the company plans to play offense amid the challenges.

Walmart shifts tariff burden to Chinese suppliers, demanding price cuts up to 10% regardless of tariff increases. This hard-line stance continues Walmart's long-standing "Everyday Low Prices" strategy of supplier pressure. Rather than boosting American manufacturing, expect production to simply shift to other low-cost countries as suppliers adapt to avoid the squeeze.