Wall Street's analysts attack US companies in the early signs of how the president's policy spreads corporate America and how to deal with the Donald Trump trade war. I am.
According to FactSet data, the term “tariff” is an analyst with an executive held with analysts and investors in a call executive with more than 200 revenue held with analysts and investors. And at least once in the executive held with investors. The rise in questions about trade taxing reflects similar jumps during the first term of Trump from 2017 to 2017.
The growing interest in the way Wall Street companies compete with trade taxation emphasizes how Trump's trade skirmishes have affected a wide range of groups in a wide range of industries.
The US President plans to impose a 25 % tax on Canada and Mexico this week, and claims that it needs to be more to deal with Fentanyl's movement and flow. He agreed to suspend customs duties on Mexico and Canada for a month, promoting new 10 % tariffs on imports from China.
“We are trading with China. We are doing business with Mexico. David Johnson, the highest financial manager of Johnson Outdoor, fishing, camping, and diving gear company, before Trump's U -turn. I told the analyst on Monday.
“We are currently working on the easing strategy.”
Mexico is the biggest source of US imports, followed by China and Canada. The production and agriculture of cars and home appliances are one of the sectors that depend on the borders of North American trade.
Donnie King's Tyson Foods's highest executive said that Meat Packers are “emergency planning” for pork retaliation tariffs sold to Mexico. According to the American meat exports, US pork producers were shipped more than one ton last year to Mexico last year.
“Whether it's a pork or chicken, we do it means we find another market. King tells the analyst. Monday.
Alcoholic beverages are not as easy to redirect as pork.
Johnny Walker Maker Daezio has already calculated that if Mexico and Canadian tariffs were launched in March, Spirits Giant's operating income would be hit $ 200 million in June 2025 in the fiscal year.
The company is planning all kinds of unexpected situations, and it is possible to relieve 40 % of the impact before relying on rising prices by managing stocks, such as delivering additional products to the United States prior to new tariffs. I mentioned.
“It's a very fluid situation,” said the highest executive Officer, Deblakru, on Tuesday. “But we have many levers that can be pulled, and we are still involved with the US administration,” Canada and Mexico authorities.
Further signs of consumer -centered brands state that TOYMAKER MATTEL may encourage new tariffs to raise US prices on Tuesdays in countries, including China and Mexico. I did it.
In the industrial sector, the impact may be wide.
Beard's analyst Luke Junk said during the production of a car, “There are some parts of cars that can cross the border many times, as well as simple things like fuses. Other than passing the cost of tariffs to automakers such as Motors and Ford, he said he would give it to consumers in order.
Even after domestic investment in the past few years, the US renewable energy industry is dependent on China. Similarly, more than 60 % of battery components such as cathodes, anodes, and electrolytes are more than 70 % of the world in the world of solar panels, such as policlicons, wafers, and ingots.
Clean energy executives warned that tariffs would increase equipment costs and reduce inflation reduction methods. Trump opposes the law signed by former President Joe Biden in 2022.
“We will not die for it, but we want to spend it on creating employment,” he said, “said Minnesota, the highest management of Heliene, which operates imported equipment from China. Martin Pottark, the director, said.
Investors showed signs of relief, as Mexico and Canada's tariffs were pause late on Monday. The number of stocks has soared for intuitive surgery of robot surgical equipment manufacturers. Last month, we warned of customs duties that “a considerable part of our equipment is currently manufactured in Mexico.”
In contrast, New York -based rock and alarm system manufacturers NAPCO Security Technology advertised a rally in the Dominican Republic.
Rivals “make everything in China,” said Richard Soloway, the highest executive officer, told analysts this week. “So I would expect that 10 % [tariff] We have more competitiveness in the market and have excellent products, so we have excellent price settings, so dealers are sensitive to prices and help gain more market share. ”
New York's Gregory Meyer, Taylor Nicole Rogers, Amanda Chu, Oliver Bahns, Claire Bussy in Chicago, Madeleine Speed in London, Susanna Savage
