Track how companies discuss tariffs and trade policies in their earnings calls, and understand their impact across different industries and regions.
the uncertainty regarding tariffs appears to be lessening as time passes.
We expect impact from green coffee inflation and tariffs to build into the fourth quarter.
Margins were pressured on a year-over-year basis from tariffs, FX, and lower volume leverage.
Our fiscal '26 outlook now includes approximately $500 million before tax and higher costs from tariffs.
Our pricing and supply chain actions more than covered tariff costs and positively impacted both EPS and margin in Q3.
we have a robust ongoing effort with supplies that we've communicated multiple times in the past... We're also focused on our shared service platforms and the strength that they give us and the ability to expand their influence across the company is helpful as we continue to move forward.
We now project this net impact will be at the low end of our $100 million to $200 million range.
I'd like to thank President Trump and his team for the recent tariff policy developments, which are favorable to Ford as the most American auto manufacturer.
We now expect the unmitigated tariff impact on fiscal year 2026 to be approximately $150 million.
Uncertainty around tariffs and elevated borrowing rates continue to weigh on consumer sentiment and limit discretionary demand.