Track how companies discuss tariffs and trade policies in their earnings calls, and understand their impact across different industries and regions.
the implications for pricing power and the increased costs resulting from tariffs and how able individual companies and industries are to pass that on to end users.
We expect the annualized impact from tariffs and increased local supplier cost due to higher on-shoring demand to be a few hundred million dollars.
we've heard from a subset of advertisers that their spending has been impacted by the changes to the de minimis exemption
Tariffs will not create material dilution to our current pipeline projects.
activity continues in this space, albeit at a slower pace as private equity weighs the impact of potential tariffs and interest rates on company valuations.
We informed our customers and channel partners that a 10% tariff surcharge line item will be added to invoices for shipments after July 2.
we're also applying that level -- some level of caution to our enterprise business, which has the potential to be disrupted due to tariffs and geopolitical events.
In our June quarter guidance, we have assumed a direct tariff-related impact of less than $1 million.
I obviously do not know the final outcome of tariff negotiations, nor do I know the second-order effects on economic growth, employment, inflation, or interest rates.
For direct impacts of tariffs here at Armstrong, the impact is both minor and manageable.