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Fortune
Fortune
Phil Wahba

Walmart CEO Doug McMillon is a rare beacon of confidence amid tariff woes—and sees a chance to grab market share

(Credit: David Paul Morris—Bloomberg/Getty Images)

Amid all the Sturm und Drang around the Trump administration tariffs, one CEO is calm and even confident the company he leads can emerge stronger: Walmart’s Doug McMillon.

At Walmart’s annual investor community meeting in Dallas on Wednesday, McMillon opened the show by immediately acknowledging what was top of mind among the crowd of Wall Street analysts: the global trade war. (Which grew more dire with China’s fresh announcement it would raise levies on U.S. imports to 84%, from 34% in response to higher U.S. tariffs on its products.)

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