Walmart's CFO has highlighted an indication of consumer stress, as shoppers are filling their gas tanks with less than 10 gallons for the first time since 2022.

Walmart's CFO stated that the company's strategy remains intact despite tariffs and rising oil prices, highlighting AI, advertising, and marketplace as drivers for margin improvement.

A strategist suggests that the labor market is 'essentially going sideways,' with artificial intelligence identified as a contributing factor to this stagnation.