Big-box retailers and e-commerce stocks rebound on trade progress with China and potential India deal

From Nasdaq: 2025-04-22 13:59:00

Big-box retailers and e-commerce stocks saw a rebound today amid reports of progress in U.S. trade negotiations. Shares of Amazon (NASDAQ: AMZN) rose 3.3%, Walmart (NYSE: WMT) climbed nearly 2%, and Home Depot (NYSE: HD) was up about 1.3%. U.S. Treasury Secretary Scott Bessent expressed optimism about relations with China.

Tensions between the U.S. and China have impacted retailers sourcing products from China. Amazon gets 30% of its merchandise from China, Walmart at least 70%, and Home Depot has diversified. Trump met with big-box CEOs, discussing trade deals with India. The situation remains uncertain, but a potential India deal may influence U.S.-China negotiations.

U.S. efforts to penetrate India’s market face challenges, but a trade deal could impact tariffs. Bessent believes the U.S.-China situation is unsustainable. Market reactions can rapidly change, but consulting with big-box CEOs offers hope for stable prices. Amazon, Walmart, and Home Depot may face short-term challenges but remain strong long-term investments.

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Read more at Nasdaq: Why Shares of Amazon, Walmart, and Home Depot Are Rebounding Today