Track how companies discuss tariffs and trade policies in their earnings calls, and understand their impact across different industries and regions.
We see clients slowing their spending decisions and preparing for more direct impact from changes in tariff policies.
We believe that we have covered the potential impact of tariffs on our business.
We have limited our exposure to a diversified supply base.
Using these assumptions, we estimate the gross impact from tariffs on our 2025 results prior to any mitigations will be approximately $100 million of increased cost.
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.