Wall Street is worried about the war in Ukraine and shortages across the global supply chain that have propelled a spike in wholesale and consumer goods prices. During its most recent quarterly earnings call with analysts on April 26, CEO Al Kelly said the company has seen "no noticeable impact due to inflation, supply chain issues or the war in Ukraine," as it relates to payment volume trends. Visa is benefiting from a secular tailwind as people shift more of their spending to digital payment methods, and is well worth considering while the stock is down.