Track how companies discuss tariffs and trade policies in their earnings calls, and understand their impact across different industries and regions.
we think it’s a manageable risk, but we’ll continue to monitor it.
Our guidance reflects our current assessment of the financial impact from it. We do not see any material direct impact to us at this point.
we wanted to highlight that we manufacture and source our products primarily within the United States and as such we expect minimal direct exposure to the most recently implemented tariff-related policies.
We expect an incremental tariff, if implemented, to be applied to the transfer price on goods shipped for Mexico.
the current environment, which remains highly uncertain and volatile, driven in a large part by tariffs and global trade tensions.
Despite the dynamic operating environment, we remain laser focused on driving continued progress...we believe that the number of categories where we are strategically advantaged with North American tariff free production significantly exceeds the number of categories where we are disadvantaged.
We recognize growing uncertainty related to global trade dynamics and macro pressures which affect our customers.
We have seen minimal impact from tariffs on our business directly in the immediate term. However, there are a concern for many of our customers and therefore, are also a concern for us.
Based on the start date, current rates by country, including the 145% China tariff, and our mitigation efforts, which include the amount of inventory on hand, we estimate a potential $5 million to $10 million headwind to adjusted EBITDA in 2025.
We will continue to work closely with our suppliers and customers to mitigate the impact of current and any future tariffs to the extent possible.