I know that in Vinaya, lying is divided into tiers, some lies are worse than others, but stealing is pretty problematic, taking even a very mundane item without being offered can be grounds for expulsion.
Let’s analyse in abstract. Ideally, a noble disciple should and never does steal (or break any other precepts for that matter). Why do we want to justify breaking a precept? It’s one thing to stagger on the path, knowing it’s bad (most notably the fifth precept, as it generally only harms us), it’s another to make excuses for our misgivings.
Precepts are not dictated by a god who will then judge us, they’re not abstract concepts of good vs evil, they’re training rules we voluntarily take because we realise their harm for us. Understanding this difference, we realise that stealing, no matter how petty, harms us. In what ways?
Precepts (or breaking them) are habits, like muscles. Once we justify the smallest amount, then it’s a slippery slope and any arguments can be applied at scale. Why shouldn’t a multi-trillionnaire steal from corporations and governments that are evil, if said businessman intends to use the funds and goods to provide for the poor and destitute?
However, is that a peaceful way to earn a living? Is it a good message to those we provide with theft, conditioning them that stealing is sometimes okay if done with good intentions?
I think stealing goes against the heart of teaching, that is we don’t need much in life to see and experience the bliss of nirvana. Just about some food, enough shelter to keep us warm and cool, enough clothes to cover our private parts and protect us from weather and animals. We objectively don’t need more for the ultimate happiness, so why steal at all?
Furthermore, all of those things can be obtained in this day and age, simply by visiting a monastery and asking for going forth. What a chance! The world’s greatest bliss, most important knowledge, greatest gifts are available to anyone, provided they’re willing to abide by the most simple ethical guides. Anyone who can be justified for their theft, can instead go forth in our age and get all that they might think they need to steal, freely offered to them in good faith, blamelessly. Why should I bother to steal from (and thus fight with) Jeff Bezos, when good people are willing to provide for me our of the kindness in their hearts? It makes no sense.
Now, it is one thing for us to compartementalise thievery, and showing greater compassion for the man who’s stealing to provide for their family than we show to Jeff Bezos for stealing from his emploees. Even so, suttas are abundant with mass murderers, kings who’ve repented and taken the vows, so we shouldn’t view anyone beyond redemption or compassion; but compassion shouldn’t mean endorsement of harmful behaviour at all.
The bottom line is, we don’t need to steal to live the holy life, full of greatest gifts and bliss. Any objection to this point is simply delusion and caprice. Ignorance. Whatever else we think we might need to steal, things that people do not provide in good fauth to monks (anything outside of lodging, food, medicine and knowledge, given freely to anyone seeking earnestly) - anything else not covered with these are simply not required for freedon, for bliss, for nibbana.
Is it immoral to steal from Walmart? I don’t know what morality means. It hurts me, my goodwill, my practice and my peace to steal from Walmart. Anything I need from Walmart, people offer to me in good faith. Better to take them up on it, allowing people to make amazing karma, and fighting hatred with love.
Capitalism isn’t so bad that there’s absolutely no way out of this system. Countless monks across the globe are a good example. There’s absolutely no reason to steal.
“For hatred is never resolved with hatred; it’s resolved with non-hatred, love; this law is eternal.” DHP
“Others will steal, but here we will not steal” MN8