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Consumer Resilience to Be Tested as Tariff-Fuelled Price Increases Brew

US retailers remain bullish on the resilience of US consumers, a sentiment that could soon be put to the test as tariff-fuelled price hikes increasingly show up on shelves.
Economists expect retail stocks to fall in the second half of the year.
It’s difficult to gauge how much prices will rise partly because retailers take varied approaches. (Shutterstock)

US retailers from Walmart Inc. to Home Depot Inc. are expressing optimism about the resilience of US consumers, a sentiment that could soon be put to the test as tariff-fueled price hikes increasingly show up on shelves.

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