Continued momentum for retail media offerings like Connect is helping drive profits and will remain “obviously key,” executives said.

As some of the biggest names in retail, including Walmart and Home Depot, delivered earnings results in recent weeks, they updated Wall Street on how they and their shoppers are responding to President Donald Trump’s wave of tariff increases.

Though consumer inflation concerns persist, Walmart U.S. President and CEO John Furner ensures that the retailer is doing "everything" it can to keep prices low.