{"id":33697,"date":"2025-05-22T23:35:44","date_gmt":"2025-05-22T23:35:44","guid":{"rendered":"https:\/\/quantfury.com\/?p=33697"},"modified":"2025-07-25T17:04:16","modified_gmt":"2025-07-25T17:04:16","slug":"walmart-3","status":"publish","type":"post","link":"https:\/\/quantfury.com\/portuge\/insights-do-mercado\/walmart-3\/","title":{"rendered":"Walmart e Home Depot divergem em suas respostas \u00e0s tarifas"},"content":{"rendered":"\n<p>Esta \u00e9 uma hist\u00f3ria de duas empresas: o Walmart (<a href=\"https:\/\/trading.quantfury.com\/chart_full?shortName=WMT\">NYSE: WMT<\/a>) anunciou que as tarifas dos EUA v\u00e3o lhe for\u00e7ar a aumentar os pre\u00e7os, enquanto a Home Depot (<a href=\"https:\/\/trading.quantfury.com\/chart_full?shortName=HD\">NYSE: HD<\/a>) afirmou que n\u00e3o v\u00e3o aumentar.<\/p>\n\n\n\n<p>Dominick Reuter, do Business Insider, oferece uma clara explica\u00e7\u00e3o para as rea\u00e7\u00f5es divergentes das duas empresas \u00e0s tarifas.<\/p>\n\n\n\n<p>Primeiro, a Home Depot tem margens de lucro mais altas do que o Walmart, o que facilita para que a varejista de materiais de constru\u00e7\u00e3o absorva os custos das san\u00e7\u00f5es. No primeiro trimestre, a Home Depot registrou uma margem bruta de 33%, comparada a 24% do Walmart.<\/p>\n\n\n\n<p>Segundo, a Home Depot parece depender menos da China do que o Walmart. Mesmo ap\u00f3s uma recente redu\u00e7\u00e3o, os EUA ainda imp\u00f5em uma tarifa de 30% sobre produtos chineses, um valor maior do que o de qualquer outro parceiro comercial importante.<\/p>\n\n\n\n<p>Os dados mais recentes mostram que, entre janeiro e agosto de 2023, o Walmart obteve 60% de suas importa\u00e7\u00f5es da China. Embora a empresa j\u00e1 estivesse se afastando do pa\u00eds naquele per\u00edodo e tenha focado particularmente na \u00cdndia, a depend\u00eancia da China continuar\u00e1 a ser significativa. Enquanto isso, a Home Depot afirma que, dentro de um ano, nenhuma empresa representar\u00e1 mais de 10% de suas importa\u00e7\u00f5es.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-poder-de-negociacao-com-fornecedores\">Poder de negocia\u00e7\u00e3o com fornecedores<\/h2>\n\n\n\n<p><\/p>\n\n\n\n<p>Al\u00e9m disso, a Home Depot provavelmente tem mais poder de negocia\u00e7\u00e3o com seus fornecedores para que eles absorvam parte dos custos das tarifas, observa Reuter. Isso ocorre porque, diferentemente do Walmart, a Home Depot tem parcerias exclusivas com algumas marcas, como a Milwaukee Tool, o que faz com que seus produtos n\u00e3o sejam vendidos em outras lojas.<\/p>\n\n\n\n<p>Essas marcas t\u00eam incentivo para manter seus pre\u00e7os baixos, evitando que os consumidores migrem para marcas alternativas concorrentes em outros varejistas. J\u00e1 o Walmart vende muitas das mesmas marcas que seus concorrentes, o que reduz o incentivo desses fornecedores para oferecer pre\u00e7os melhores ao Walmart do que a Target (<a href=\"https:\/\/trading.quantfury.com\/chart_full?shortName=TGT\">NYSE: TGT<\/a>), por exemplo.<\/p>\n\n\n\n<p>Al\u00e9m disso, h\u00e1 os alimentos\u2014que representam 60% das vendas do Walmart. Com os consumidores irritados com a infla\u00e7\u00e3o dos pre\u00e7os dos alimentos, h\u00e1 pouco espa\u00e7o para o gigante varejista aumentar os pre\u00e7os nesse segmento e no de bebidas. Assim, s\u00f3 resta ao Walmart procurar outras categorias de produtos em que possa elevar os pre\u00e7os. A Home Depot tem mais flexibilidade para repassar custos, ajustar pre\u00e7os ou at\u00e9 retirar produtos de seu portf\u00f3lio, explica Reuter.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-outras-empresas-estao-fazendo-o-mesmo\">Outras empresas est\u00e3o fazendo o mesmo<\/h2>\n\n\n\n<p><\/p>\n\n\n\n<p>O Walmart n\u00e3o \u00e9 a \u00fanica varejista que anunciou aumento de pre\u00e7os. Outras empresas, como Best Buy (<a href=\"https:\/\/trading.quantfury.com\/chart_full?shortName=BBY\">NYSE: BBY<\/a>), AutoZone (<a href=\"https:\/\/trading.quantfury.com\/chart_full?shortName=AZO\">NYSE: AZO<\/a>), Herm\u00e8s (<a href=\"https:\/\/trading.quantfury.com\/chart_full?shortName=RMSp.BS\">CBOE: RMS<\/a>) e Nintendo, tamb\u00e9m est\u00e3o adotando a mesma estrat\u00e9gia.<\/p>\n\n\n\n<p>Consultores financeiros costumam dizer que n\u00e3o h\u00e1 regras universais para a aloca\u00e7\u00e3o de ativos\u2014tudo depende do apetite do investidor por risco e retorno. O mesmo vale para as empresas dos EUA e suas respostas \u00e0s tarifas comerciais. Cada empresa segue sua pr\u00f3pria l\u00f3gica ao decidir se aumentar\u00e1 ou n\u00e3o os pre\u00e7os por causa das tarifas.<\/p>\n\n\n\n<p>Esse c\u00e1lculo deve incluir a capacidade de manter lucros suficientes sem aumentar pre\u00e7os, bem como a disposi\u00e7\u00e3o dos clientes em aceitar reajustes, caso eles ocorram.<\/p>\n\n\n\n<p>N\u00e3o h\u00e1 uma solu\u00e7\u00e3o universal que se aplique a todos os casos.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Esta \u00e9 uma hist\u00f3ria de duas empresas: o Walmart (NYSE: WMT) anunciou que as tarifas dos EUA v\u00e3o lhe for\u00e7ar a aumentar os pre\u00e7os, enquanto a Home Depot (NYSE: HD) afirmou que n\u00e3o v\u00e3o aumentar. Dominick Reuter, do Business Insider, oferece uma clara explica\u00e7\u00e3o para as rea\u00e7\u00f5es divergentes das duas empresas \u00e0s tarifas. Primeiro, a [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"categories":[9],"tags":[],"class_list":["post-33697","post","type-post","status-publish","format-standard","hentry","category-insights-do-mercado"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.2 (Yoast SEO v27.2) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Walmart e Home Depot divergem em suas respostas \u00e0s tarifas | Quantfury<\/title>\n<meta name=\"description\" content=\"Dominick Reuter, do Business Insider, oferece uma clara explica\u00e7\u00e3o para as rea\u00e7\u00f5es divergentes das duas empresas \u00e0s tarifas.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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