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.

2025 could be the most challenging year for consumer brands since 2008—but also the most transformative. Rick Watson breaks down three key business situations and why bold change might be the only way forward.

In 2025, consumer behavior is shifting fast—from confident to cautious. Rick Watson unpacks signals from Walmart, Lululemon, and more to understand what lies ahead for the economy and eCommerce