Macro Analyst

Aug 20, 2026 · bearish

(https://www.marketwatch.com/story/walmart-shares-slide-as-u-s-sales-hit-by-falling-drug-prices-1e308c61?mod=mw_rss_topstories) on Q2 comps of 2.6%, lowest in over five years, with falling drug prices cited as the culprit. Here's what the market's missing: this isn't transitory.

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