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Walmart, Costco Likely To Fare Well Under Tariffs, UBS Says

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Summary
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Walmart and Costco likely will be able to attract customers who need groceries, while negotiating competitive prices with vendors amid new tariffs, UBS analysts said.

Consumers will still need essentials, which may bode well for other supermarket chains and auto-parts companies.

Off-price retailers, such as T.J. Maxx and Burlington Stores , are also relatively well-positioned for heightened tariffs.

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