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Henry Blodget

Henry Blodget

Posted: September 20, 2010 02:47 PM

Last week, the Census Bureau revealed that an astounding 44 million Americans live in poverty. This is the highest number ever and a jump of 4 million from the prior year.

Inequality in the country is getting ever more extreme: The richest 1% of the country owns a third of the country's assets and the poorer 50% owns less than 2.5%.

Well-paid manufacturing jobs are getting shipped overseas. Unemployment is 10%. Real wages are stagnant. Job security is a relic of the past. The "middle class" is disappearing. Americans who want to work are often forced to take poorly paid "McJobs" in the service industry that no one aspires to, that don't produce anything, and that won't lead anywhere.

Meanwhile, one of the world's largest corporations is still on a roll.

Walmart's global sales crossed $400 billion last year. Its profits exceeded $15 billion. Its market value -- $200 billion -- has weathered the Great Recession and market crash and remains near all-time highs.

Walmart employs an astounding 2.1 million people. In the United States alone, the company employs 1.4 million people. This is a staggering 1% of the U.S.'s 140 million working population.

Walmart, in other words, matters. Its payrolls, and its pay, move the needle.

And right now, many people argue, Walmart is very much part of the problem.

The average Walmart "associate," Wake Up Walmart reports, makes $11.75 an hour. That's $20,744 per year. Those wages are slightly below the national average for retail employees, which is $12.04 an hour. They also produce annual earnings that, in a one-earner household, are below the $22,000 poverty line.

On the other hand, these wages are far above minimum wage of $7.25 an hour. They also aren't that far below the national retail average (only 2.5% below). In a two-earner household, moreover, these wages would produce a household income of $40,000+, which, in some areas of the country, is comfortably middle-class. Walmart offers benefits to some of its employees, as well as store discounts and profit-sharing plans.

Most importantly, in an economy that is desperate to find some way to employ the ~25 million Americans who are either unemployed or under-employed, Walmart provides 1.4 million jobs.

But Walmart is constantly under attack for reaming its associates, for paying them too little, for putting higher-paid workers at other companies out of work, for making a major contribution to the national problems described above.

And with $15 billion of annual profits, Walmart could certainly afford to pay its employees more.

So should Walmart pay its employees more? Should Congress pass a law forcing Walmart to pay its employees more? If so, how much more? If Walmart did pay its employees more, what would happen? Would this begin to address some of the country's problems above?

The point of this essay is not to provide definitive answers to these questions. It is to put the questions up for debate.

Given the depressing wealth, employment, and income trends facing our country, questions like these are critical for our nation's future. So they are worth thinking through carefully.

Please weigh in below. But before you do, here are some more things to think about.

First, how much more could Walmart afford to pay its employees, given its current financials?

Here's one way of looking at it.

If Walmart took its entire $22 billion of annual pre-tax income and used all of it to give each one of its 2.1 million employees a raise, this would amount to about $10,000 a year apiece.

In other words, if Walmart decided to use 100% of its operating profit to pay all of its employees more, the average store associate's salary would go from $20,000 to $30,000. If Walmart paid bosses like CEO Mike Duke less (Duke made $6 million last year) that would create some more operating profit. So reducing inequality at the company would also certainly help.

A raise from $20,000 to $30,000 would be a nice bump, certainly. But it would not be earth-shattering. Walmart associate jobs still wouldn't be the $45,000+ a year unionized manufacturing jobs that the country has lost so many millions of in recent decades. The salary increase wouldn't radically change associates' lives, especially after taxes.

Now, Walmart is a private corporation, run for the benefit of not only employees but customers and owners, and Walmart's owners might justifiably squawk if the company suddenly decided to run at break-even (or were forced to). So Walmart might be able to channel, say, half of its pre-tax profit back into compensation, which would give the average associate a raise from $20,000 to $25,000. That's still better, but it's even less to write home about.

And then there would be other consequences.

For one thing, Walmart would almost certainly raise prices to offset some of the increased costs. This would make Walmart's products more expensive--not just for other Americans but for Walmart employees. So some of the increased wages would quickly be repatriated back to the mother-ship through increased prices.

Secondly, if Walmart's employment costs went up, Walmart would almost certainly find ways to make do with fewer employees. There are now apparently store check-out systems that are largely automated, for example, and if Walmart were to invest in some of these systems, it would radically reduce its need for cashiers. So the remaining Walmart employees might make a bit more money, but several hundred thousand of those 2.1 million employees would be on the unemployment line.

Thirdly, by making so much profit each year, Walmart currently pays a lot of taxes. Last year, for example, the company paid $7 billion of taxes -- a bill that reduced its income before taxes from $22 billion to $15 billion. If Walmart were to eliminate its $22 billion of income before taxes by giving every employee a raise, it would then pay no taxes. Which wouldn't help our national budget deficit.

Lastly, forcing Walmart to pay its employees more wouldn't address our long-term economic problems. It would lift some people out of poverty, certainly, and make others lives a bit more comfortable. But it would also increase costs for everyone else. More importantly, it wouldn't address our loss of manufacturing jobs, income and wealth inequality, or our horrific unemployment problem. In fact, it might make the latter worse.

So, should Walmart be forced to pay its employees more? Weigh in below. We'll send your comments down to Bentonville.

See Also: 15 Mind-Blowing Facts About Wealth And Inequality In America

 

Follow Henry Blodget on Twitter: www.twitter.com/hblodget

 
 
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12:34 AM on 09/28/2010
Its not accurate to say that reducing all of Wal-Mart's profits would not help the deficit. Although people who make 20K/yr are only in the 15% federal tax bracket and probably have effective tax rates in the mid-single digit range (if not zero), increasing average pay to 30K would still offset some of the lost corporate tax revenue (it would also raise some people out of the negative tax rate that is a result of the earned income tax credit, also increasing revenue). Payroll tax revenues would increase as well. (If my estimate is correct, $1B would come from the employees and $1B would come from Wal-Mart). Also, since we know that lower income earners spend a larger percentage of their money than do the rich, close to 100% of that extra revenue would circulate in the economy generating increased state and local sales taxes. And since many states, like MO for example, have incredibly flat income tax rates, state income tax revenues would also increase.
All of these factors help offset the federal deficit by reducing need for federal aide to local governments. Another thing to keep in mind here is that any money paid out in dividends to share holders is taxed at the capital gains rate of 15%, the same rate that their average employee is in! It's likely that Wal-Mart's higher income employees would actually be paying a higher tax rate on the increased income than their shareholders.
HUFFPOST SUPER USER
robbcoffee
12:13 PM on 09/22/2010
Anyone who claims that a jump from 20k to 30k- or even 20k to 25k- isn't "earth-shattering" has not been poor in a loooong time.
Remember that when you are on the bottom of the income ladder, marginal changes are a big deal and create a lot of added security.
I know business folks don't see it that way because apparently CEOs in America need hundreds of times what a "lesser" worker makes in order to even think about trying to work hard... and I'm not sure it helps their self esteem.
Of course, given that comment, I bet you know where I think the money should come from.

But I often forget that WalMart provides an important service: selling cheap crap that will need to be replaced much faster than something that costs marginally more elsewhere, but it's all people can afford right now on the retail, part-time, WalMartesque salary scheme so common these days.
Who but WalMart has the purchasing power to get quality companies to create lousy, defective versions of their products so that their price is in line with the pricing philosophy?

WalMart: helping poor people stay poor and driving down quality!
But they make up for it by monopolizing the hiring in small towns, I suppose.
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vippy
Carpe Diem!
05:39 AM on 09/22/2010
Retail and food not only pay the lowest wages but issue the lowest amount of hours.  At least 2/3 of their workforce is in the intermittent category, getting 3 to 19 hours per week.  Yes, they need to up the wages
which is a social responsibility and by doing that they burden the tax payer because all of these people need help, food stamps, housing assistance, healthcare, etc.  This should not be permitted.  Does the CEO really need to make so many millions and the stock market drives up the stocks higher and higher, which is
finite as well.  How many more hours can one cut in order to gain more bottomline?  If everyone made a decent living we all could pay higher prices, too. 
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JBS
Part time misanthrope & full time curmudgeon
10:00 PM on 09/21/2010
I don't shop Walmart. I don't like their business model of exploiting workers and undercutting local merchants with cheap imports.

But I will point out they pay more than Target does.
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vippy
Carpe Diem!
05:40 AM on 09/22/2010
Retail and food pay the lowest wages PERIOD and not only in wages but in the allocated hours per worker.
Ever heard of the "intermittent" category, there is full time, parttime, and intermittent.  Do you think Dillard's or Macy's pay more LOL?
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hrpmap
Retired man still active..
07:55 PM on 09/21/2010
Might want to wait a bit. A few days ago they announced that for the first time since they statred they are halting opening new stores. We cpuld well be headed to a situation where any job is better than no job, many are already there.
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vippy
Carpe Diem!
05:41 AM on 09/22/2010
Exactly, then you have someone who answered me and said hard work gets you ahead LOL.  With brains like that how do we ever recover?
05:23 PM on 09/21/2010
Don't shop there. I don't, ever since they lied about having all their products Made In America.
04:07 PM on 09/21/2010
The credible minimum wage is $20/hour. This should include waiters and waitresses as well.
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vippy
Carpe Diem!
05:42 AM on 09/22/2010
Yes, that should be minimum wage as it should have risen over the years along with everything else.  But remember, both parties voted against and we will put one party back in power.
frankiebarbella
hell hath no fury, like a bureucrat scorned!
03:19 PM on 09/21/2010
This is one of the dumbest articles I have ever endured. Which quite interesting, was written, by a failed stock analyst of the "new economy." Should Walmart be forced to pay higher wages? Answer NO! Employees and employers should be free to negotiate the terms of employment as it relates to compensation.
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SmileAndActNice
Utilitarianism, the -ism that works.
05:17 PM on 09/21/2010
Which would happen if Walmart employees were able to unionize.

So its really just a question of *who* should be forcing them to treat their staff better.
frankiebarbella
hell hath no fury, like a bureucrat scorned!
05:41 PM on 09/21/2010
Indeed unions provide leverage in the negotiation process, but that does not stop individuals from negotiating for themselves. If enough individuals decided that Walmart is not a in their best interests then market forces would dictate a behavior change. Regulations or laws in this case will just create market distortions and inefficiencies.
frankiebarbella
hell hath no fury, like a bureucrat scorned!
05:42 PM on 09/21/2010
I forgot to say, thank you for the polite dialogue.
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SmileAndActNice
Utilitarianism, the -ism that works.
03:06 PM on 09/21/2010
Your "consequences" seemed kind of disingenuous.

1 - Raising prices

The premise of your blog to that point was redistributing profits without changing prices ... hence prior references to running at "break even" if all profits were turned into salary. You need to stick with a constant premise throughout, else we can look at further increasing salary by raising prices, etc.

2 - Fewer People

We make "good" jobs by finding a way that one person can do several "bad" jobs and paying them a lot more than before. So long as the remaining people aren't being worked slave hours and are making a middle class living this is OK.

3 - Less Tax Revenue

You are ignoring the increase in income taxes from the higher salaries. Furthermore, when the employees spend their extra income it hits sales tax ... etc etc etc. It is basic "Trickle UP" economics. Money for the wealthy just hangs out in tax shelters. Money for the poor goes out and does stuff ... that means it will generate lots of tax revenue and economic activity that will get us going.

4 - Isn't a silver bullet.

Actually, due to the flaws in counterpoints 1 and 3, it would do a lot to help. The premise of most of your blog and market forces will prevent them from raising prices very much and trickle UP activity is exactly what we desperately need to fire up our economy.
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SmileAndActNice
Utilitarianism, the -ism that works.
03:15 PM on 09/21/2010
Also, you really ran off the rails when you dismissed a 50% wage increase as "not earth shattering".

I guarantee you it would be earth shattering to the people who could suddenly conceive of a world where they have enough savings to send their children to college.
JNarragansett
Check your premises
12:23 PM on 09/21/2010
Does business insider pay based upon employee contribution or employee need?
12:02 PM on 09/21/2010
No, they should not. All of our ill conceived free trade agreements should be reneged on and we go back to a sound currency. Walmart can then have their shelves filled with "Made In America" items.
11:35 AM on 09/21/2010
So, we should pay everybody @ below poverty wages. Give me a break.

Yes, Wal mart should be forced to pay alot more. All companies should. Just reduce the wages and bonuses of all the excutives.

During the layoffs, lay off the executives who created the problems.
HUFFPOST SUPER USER
Insanity rules
02:34 PM on 09/21/2010
lame reasoning. . . Go school and learn something about economics. Did you not see that they pay close to what other people are paying? That Walmart pays more than minimum wages to people who may not have much of an education or experience. At the store my husband works at (second job) he sees all sorts of people who have work their up to a managers position who probably wouldn't have gotten that position at other stores (looks being a major factor). Every business in the US can't offer above poverty wages especially in the areas of retail without sending prices sky high.
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Faust Eddie
10:18 AM on 09/22/2010
Right on. I worked for target and 18 year olds were running their won departments!
Unheard of in large wage stores I would think.
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lrobb
Gold Standard = four paws and a tail
11:20 AM on 09/21/2010
No.
First: It would be politically impossible to target just one corporation.

Second: The political mechanism for raising wages is the minimum wage. Raise the minimum wage to poverty level-say $12.00 per hour--and watch while most American jobs decamp overseas.

If you want to re-patriate good jobs, you need to move to a progressive consumption tax, yes, there are several viable proposals, which completely eliminates taxes on businesses, and establish "Fair Trade" rather than "Free Trade" rules.;

WalMart's wages are the symptom not the disease.
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FoonTheElder
Always choosing between the lesser of two evils
10:54 AM on 09/21/2010
"That's $20,744 per year. Those wages are slightly below the national average for retail employees, which is $12.04 an hour. They also produce annual earnings that, in a one-earner household, are below the $22,000 poverty line."

"A raise from $20,000 to $30,000 would be a nice bump, certainly. But it would not be earth-shattering."

A 50% wage increase wouldn't be earth shattering?  Try telling that to the people who are working for the average Walmart poverty level wages.  These people will likely never make above a poverty wage working at Walmart and most of the other retailers that imitate Walmart.
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texastrixie
I invented the internet.
10:17 AM on 09/21/2010
Walmart's pay scale is not great, but its still above minimum wage, and there's more and more people in this country just getting the minimum wage. I am more concerned about the number of people who work for Walmart who cannot get above 25 hours a week. I'd rather see Walmart bring more people on fulttime than try to get them to give everyone a 20% raise in pay. (Besides, that's not going to happen,)
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IndyFem
11:00 AM on 09/21/2010
texas...I totally agree. These are not "skilled" jobs..but rather entry level positions. Actually, as you state, $11.75 per hour is considerably higher than the minimum wage that is paid for similar jobs elswhere...Its the "China Connection" that is the problem in my opinion...