Track how companies discuss tariffs and trade policies in their earnings calls, and understand their impact across different industries and regions.
We have looked at the exposure and I think we would look at industries like manufacturing, transportation and warehousing and hospitality being potentially the most impacted from these current actions.
Tariffs have not... it's really just made it difficult for them to make decisions.
Although the direct impact of current and anticipated 90-day tariffs on our model is minimal, we are more concerned about the impact of tariffs on the end market demand.
Global trade patterns are shifting because of increasing tariffs and duties, making customer planning more difficult.
We are working right now to mitigate through changes on our sourcing strategy where possible and where it makes sense.
Unfortunately, the tariff policies as written today have created an environment that disadvantages Polaris for our U.S. manufacturing footprint.
the bottom line is that we believe tariffs impacts are manageable.
we do estimate with what we know so far an impact in 02/2025 of 50 to 200 bps on the COGS.
The pharmaceutical industry is currently navigating a complex global landscape, shaped by rapidly evolving trade and tariff policies.
the dynamic tariff landscape could impact pockets of our systems' cost structure as well as consumer sentiment in our markets.