XO XOM Exxon Mobil Corporation Загрузка... : Бычьи и медвежьи мнения аналитиков

Fuel cost pressure is real-time and significant: Walmart absorbed $175 million in higher fuel costs in Q1, about 250 bps of operating income growth, and it is changing consumer behavior (fuel gallons per fill-up dropped below 10 for first time since 2022). — Persistent high fuel prices are squeezing Walmart's logistics margins and the low-end consumer, potentially dampening discretionary spend and hurting oil demand as consumers trade down.