Track how companies discuss tariffs and trade policies in their earnings calls, and understand their impact across different industries and regions.
It's a little too early to tell exactly how tariff policy is going to play out.
We expect that timber pricing will likewise trend higher into the back half of the year in response to healthy demand from domestic sawmills and the impact of higher duties on Canadian lumber.
the outlook assumes this surcharge will be in effect throughout the remainder of the year. Of course, trade policy is very fluid.
Our cost expectations in the back half of the year further out are a little more uncertain, just with the potential for the uptick in activity, coming from the higher gas prices and still some lingering potential impacts from the ongoing tariffs.
I think a lot of the reason was because lack of inventory flow and the timing of when that inventory started to flow, it missed the full price selling season and therefore found itself into the outlet channel.
We are not immune to the global trades and economic pressures, and Ashland is proactively navigating this evolving landscape.
With respect to tariffs in particular, we anticipate that the most immediate impact could be on lost costs.
We're monitoring the situation closely. It's too early to tell kind of where and if it's going to flow through.
While the current tariff environment remains uncertain, we expect restaurants to be one of the least tariff affected sectors.
They're obviously understanding the magnitude of what they're building, getting ahead of the tariffs, as best they possibly can.