Here's where Walmart prices are changing — and staying the same — as Trump's tariffs hit
Key Takeaways
Price increases on things like baby gear and home goods at Walmart reflect broader trends following President Donald Trump's tariffs.
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10 min read
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investment
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July 17, 2025
05:43 PM
CNBC
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Interestingly, Prices on items baby gear and goods climbed at Walmart in recent weeks, while the cost of dozens of other ducts CNBC tracked remained the same
Nevertheless, The trends are an indicator of where prices are changing, and aren't, as President Donald Trump's tariffs take hold
Nationwide inflation data has started to show tariffs hitting in some areas after months of mostly muted affects, amid market uncertainty
Furthermore, Walmart, the largest U (this bears monitoring)
Additionally, Retailer, said in May that tariffs would force it to raise prices on some items
In this articleWMT your favorite stocksCREATE FREE ACCOUNTA family shops in a Walmart Supercenter on May 15, 2025 in Austin, Texas
Brandon Bell | Getty ImagesSECAUCUS, N. — As customers walk the aisles of Walmart stores, there are some early signs that higher tariffs are changing pricing
The nation's largest retailer warned in May that it would have to raise prices for its shoppers as President Donald Trump's new duties drive up the cost of many imported goods, amid market uncertainty
Furthermore, Two months later, some household items on Walmart's shelves have higher prices, according to a CNBC analysis
CNBC tracked prices of 50 ducts across merchandise including apparel, electronics, toys and groceries over seven weeks at Walmart's Secaucus, New Jersey, location (an important development) (an important development)
A dozen of the items CNBC ed increased in price during that time, including a frying pan, a pair of jeans and a car seat, according to the analysis
Many of those items are manufactured in countries that face significant tariff rates
Additionally, Even in cases where prices on imported items increased, it's un if the moves were all or partly due to cost increases from tariffs
Additionally, The price analysis offers a snapshot into what Trump's duties mean for consumers' wallets, a key concern since he started rolling out tariffs on dozens of U
Moreover, Additionally, Trading partners earlier this year
While nationwide inflation data had seen a muted effect from tariffs in recent months, that showed some signs of changing in June, in light of current trends
Though the consumer price index increased by 0. 3% for the month and 2
At the same time, 7% year over year, the prices of tariff-sensitive segments apparel and household furnishings rose at higher rates of 0
Moreover, 4% and 1%, respectively, from May
However, Walmart is a critical indicator of pricing trends for multiple reasons
Additionally, It's the largest retailer in the U (which is quite significant). , a place where millions of Americans buy not only their regular groceries but also purchase furniture, shoes and other general items
It also explicitly warned that the tariffs were so high, it would be forced to raise prices
Furthermore, "We're wired for everyday low prices, but the magnitude of these increases is more than any retailer can absorb," Chief Financial Officer John David Rainey said in an interview with CNBC
Additionally, The discounter's sparked criticism from the White House, with Trump telling the company in a social media post to "EAT THE TARIFFS. "Walmart is a single company, in light of current trends
The store where CNBC tracked prices is one among more than 4,500 locations across the U
Nevertheless, , and its suppliers play a role in whether prices rise
However, Even so, the areas where CNBC saw price hikes at Walmart in many cases reflected trends in national data tracked by the government and re firms
However, It isn't just Walmart
Other retailers said this spring that they have raised or expect to hike prices, including Best Buy, Costco, Nike and E
In a statement, Walmart said "pricing fluctuations are a normal course of and are influenced by a variety of factors. ""We're committed to keeping prices as low as possible for as long as possible, including the over 6,500 rollbacks we're currently offering, in addition to managing inventory and reducing cost," its statement said
Where prices are changing — and staying the sameBeautiful frying pan on display at Walmart
Melissa Repko | CNBCMost of the items that CNBC tracked at Walmart stayed the same price, given the current landscape
However, some ducts saw a noticeable increase
What the re reveals is price of a 12-piece set of pots and pans from Beautiful, a private-label kitchenware brand that's exclusive to Walmart and co-founded by Drew Barrymore, rose from $99 to $149 (this bears monitoring)
A 12-inch frying pan from Beautiful climbed from $24, given current economic conditions
Additionally, In addition, the price of a Graco convertible stroller and car seat increased in price from $199. 99 (then noted as a Walmart rollback, or limited-time discount from the $249 original price) to $299
Some items' packaging offered clues that tariffs could play a role in the hikes
Furthermore, This demonstrates that Beautiful pots and pans and Graco car seat are all made in China, according to labels on their packaging
Trump has put new 30% tariffs on goods imported from the country this year
Nevertheless, Graco's parent company, Newell Brands, declined to on the price increase at Walmart (quite telling)
In its earnings call in late April, the company, which also owns Yankee Candle, Rubbermaid and other brands, said it has raised prices on its baby gear by 20%
Furthermore, In contrast, Most baby gear sold in the U
Moreover, Is made in China
Moreover, The price of Levi Strauss Signature Jeans for Men increased by a dollar from $23. 98 at the Secaucus Walmart, bringing it in line with the cost of similar women's jeans
On an earnings call in July, the company said it is absorbing some of the tariff costs and anticipates new duties will impact the by $25 million to $30 million for the rest of the year, or 2 to 3 cents on earnings per
Furthermore, Levi's CFO, Harmit Singh, told CNBC in an interview that most of Levi's goods come from countries Pakistan, Bangladesh and Indonesia, given current economic conditions
Goods from all of those countries currently face 10% tariffs, and Trump has posed higher rates for some of those nations as of Aug, in this volatile climate
Of the signature jeans sold by Walmart, which came in multiple styles and washes, said they were made in Pakistan, Bangladesh, Tanzania and Lesotho
Additionally, Read moreHere are the retailers raising prices as Trump tariffs take holdWalmart CFO says price hikes from tariffs could start later this month, as retailer beats on earningsInflation picks up again in June, rising at 2. 7% annual rateAcross retailers, prices have increased in some key, but their impact hasn't been as dramatic as some feared when Trump implemented new tariffs, said Marshal Cohen, chief retail advisor for Circana, a market re company that tracks consumer spending patterns across merchandise
Those items with elevated prices include coats and jackets, casual shorts, golf shirts, plush toys, and small household appliances, he said
Here's how much prices rose in some as of the week May 31, relative to the week March 8, according to Circana data:Juvenile ducts, cribs and furniture: +23 to 27%Polo or golf shirts: +21%Plush toys: +19%Casual dinnerware: +23%Electric toothbrushes: +12%Televisions: +12%Despite some price pressures, consumer spending has held up, Cohen said
Unit sales of food and beverage at retailers are roughly flat in terms of units so far this year, according to Circana's data that runs through July 5 and compares with the year-ago period
Sales of discretionary general merchandise or nonfood items are down by 1% in units compared with the year-ago period, the firm found
Early imports and supply chain strategies have helped retailers and brands tamp down on the number and magnitude of tariff-related price increases, said Jonathan Gold, vice president of supply chain and customs policy at the National Retail Federation, a major industry trade group
However, However, He said many retailers imported goods early after hearing Trump's plans for tariffs on the campaign trail
And he said companies have used U
Customs-sanctioned foreign trade zones and so-called bonded warehouses to store goods duty-free until they head to shelves, in the hopes that the tariff rate may fall, given the current landscape
Gold added companies are trying to predict if tariffs may go up or down, which will factor into their costs and their pricing decisions, given the current landscape
Tariff levels have remained in flux as Trump delays some duties and announces others. "Companies are just kind of scratching their heads trying to figure it out," Gold said (remarkable data)
However, there were price decreases at Walmart, too: Mattel-owned Barbie Swim dolls dropped in price from $7. 97 to to $5
Nevertheless, The Barbies are made in Indonesia, according to their packaging
However, Mattel did not respond to a request the reasons behind the price drop
Dolls, including Barbies, are one of the items that have come up in tariff policy debates after Mattel said it may have to raise prices
Trump said that American children "could be very happy" with fewer dolls under his trade posals
Factors outside of tariffsTariffs aren't the only dynamic driving prices, however
Some items that are not imported increased or decreased in price, too
Whole milk is on display at Walmart
Melissa Repko | CNBCEggs prices dropped at Walmart
Nevertheless, A dozen large eggs from Walmart's Great Value brand dropped in price from $3
On the other hand, Furthermore, They show how factors outside of tariffs are affecting consumers' wallets, since egg prices have risen and more recently fallen after an avian flu outbreak spread and then eased
Nevertheless, The price of gallons of Walmart's Great Value milk also rose (remarkable data)
And several brands in Walmart's coffee aisle, including its Great Value Donut Shop brand, increased in price
Coffee has been vulnerable to price rises because of droughts and frost hitting the global coffee supply
Furthermore, On top of that, some of the top suppliers of coffee could face steep tariffs
On the other hand, Trump recently posed a 50% duty on Brazil, the largest U
Supplier of green coffee beans and the source for a third of the country's total supply, according to data from the U
Moreover, Department of Agriculture, amid market uncertainty
Folgers coffee on display at Walmart
Melissa Repko | CNBCThe cost of a 40. 3-ounce container of Folgers coffee climbed from $16. 24 at the Secaucus Walmart during the time CNBC tracked prices (fascinating analysis) (an important development), considering recent developments
Smucker, which owns coffee brands including Dunkin Donuts and Folgers, did not respond to a request for (remarkable data), considering recent developments
On an earnings call in June, however, the company told investors that tariffs on coffee were weighing on its fits, amid market uncertainty
Coffee accounts for roughly a third of J
At the same time, Smucker's revenue (noteworthy indeed)
Moreover, Circana's Cohen said some brands have phased in price increases, hiking them by a more tolerable level of no more than 10% to 12% or focusing on infrequent purchases
Moreover, While tariff-related price jumps haven't been as noticeable yet, Cohen said he expects more meaningful increases to come in the upcoming months
He said consumers may feel more of the pinch during the holiday season, since many Christmas decorations and toys are made in China or other parts of Asia
Additionally, — CNBC's Amelia Lucas contributed to this report
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