Walmart is making a push on U.S. manufacturing, and says it’s good business. Today, Jenny Rae and Namaan break down what’s signal versus spin, where onshoring can actually cut costs, and why category-by-category moves matter more than headline percentages.
We get into supplier power, inventory timing, vertical integration in beef, and pharma basics like bringing amoxicillin back onshore. Plus, a personal investing lesson from Jenny Rae’s grandmother: buy what you never plan to sell.
Tell us how you shop at Walmart and what you’re seeing in prices where you live.
Links mentioned in the episode:
Chapters:
- 04:59 Personal Reflections and Financial Wisdom
- 09:40 Walmart's Strategic Shift Towards American Manufacturing
- 16:00 Supplier Dynamics and Cost Management
- 21:00 The Role of Automation in Modern Manufacturing
- 25:54 Vertical Integration and Walmart's Beef Processing Facility
- 30:57 Legacy of Investment Philosophy
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