Track how companies discuss tariffs and trade policies in their earnings calls, and understand their impact across different industries and regions.
I don't think our portfolio will be affected -- negatively affected by the tariffs.
we estimate the direct impact from recent tariff announcement on our business is largely manageable.
We benefit by having local carpet tile manufacturing in each of our regions, which limits our exposure to the recently announced tariffs to primarily U.S. imports of nora rubber from Germany and LVT from South Korea.
The primary concern is an erosion of profitability related to weaker global economic activity and margin pressures as tariff costs filter their way through supply chains.
We are taking mitigating steps that include pricing, productivity and supply chain actions.
Even though it’s difficult to quantify precise implications, our team is developing numerous mitigating actions across multiple scenarios.
we continue to focus on delivering on our commitments to build a better, more sustainable healthcare model... in a dynamic environment with forces of change going beyond tariffs and trade
We've been in discussions with manufacturers, wholesalers, payers, and legislators to best understand potential outcomes, all of which are uncertain given there is no significant policy yet in place.
We see the impact of the tariff announcements as not material to our business given what Hannah said.
We do not anticipate that tariffs will have a material impact on the cash flows of our businesses.