Supply chain (headwinds turning into tailwinds?), inventory and containers – we got a lot of moving parts from Walmart’s conference call with analysts on Tuesday. And with a $380bn-plus market cap behemoth on record, if you want to glance through the world and how supply chain is behaving, that was indeed the right place to be.

With five executives and one SVP on the call, forget about the dive into the financials today and let’s stick to reporting trends and inventory, inventory ...

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