- Retail analysts are coming at the Wal-Mart (NYSE:WMT) order conundrum backwards as they analyze the business levels of several key suppliers.
- One of Wal-Mart's largest vendors, Li & Fung, reports it hasn't seen any order reduction from Wal-Mart.
- An exec with Li & Fung says the back half of the year has actually been stronger than the first half.
- It's only one WMT supplier, but it's a biggie.