Track how companies discuss tariffs and trade policies in their earnings calls, and understand their impact across different industries and regions.
the threat of tariffs kind of moves up and down
Currently, we are focused on sectors expected to be impacted by newly announced tariffs.
We estimate that the direct impact of tariffs, net of targeted mitigation actions could be about $1 per share.
the total impact of tariffs in our adjusted EPS guidance is $0.85.
We expect global tariffs to have a roughly 100 basis point headwind to gross margin per quarter.
we believe we have modest exposure to both [tariffs and make America healthy].
I am pleased to report that MIMEDX currently has no direct exposure to tariffs, and we do not expect them to affect our results.
Since the tariffs were announced in early April, we have not seen any changes in retailer demand at our properties.
We're paying a lot of attention to the cost of building our stores... we have plenty of space within our returns that gives us confidence that whatever happens in terms of steel tariffs and lumber tariffs and other things that we're well protected.
Given the recently announced tariffs, we are currently accelerating several other insourcing activities at SSG.