Walmart faces a new 15% surcharge on all imports effective today, February 24. The federal government invoked this tariff under Section 122 of the Trade Act of 1974 following a Supreme Court ruling. This policy shift follows Walmart’s strong fourth-quarter earnings report released on February 19.
Analysts warn the surcharge may trigger tariff-induced inflation and test consumer resilience. Walmart stock initially climbed 1.6% in pre-market trading following its earnings report. Investors subsequently erased those gains while assessing the impact of the surcharge on future profit margins.