Track how companies discuss tariffs and trade policies in their earnings calls, and understand their impact across different industries and regions.
We are also seeing momentum building in the second quarter for both payment cards and Arculus, and we anticipate this sustained growth trajectory will carry through the remainder of the year. ... We are mindful of macro headwinds, including rising labor costs and broader economic uncertainty.
We are yet to see the impacts from confirmed tariffs on prices for cars globally and consumer demand.
We don't really expect, frankly, any direct exposure from tariffs.
Our strategic approach to US-based sourcing and manufacturing has significantly shielded us from the current tariff uncertainties affecting global trade.
At this time, we do not anticipate any material impact. However, we remain vigilant in monitoring the situation.
this year's unmitigated impact would be approximately $25 million, an increase of $20 million versus our last call.
the outlook for the second half of the year is highly dependent on the course of trade policy, and we would not expect to be immune from any reduction in end demand related to tariffs.
Even if tariffs were depending on what the range of tariffs could be, it's on a very small percentage of our overall cost of goods at the API level.
given the current macroeconomic and tariff uncertainty, potentially impacting retailer sales.
We’ve put all the factors into the mix including the current known scenario regarding tariffs and their impact.