Track how companies discuss tariffs and trade policies in their earnings calls, and understand their impact across different industries and regions.
Tariff policy has added pressure.
a combination of tariffs and immigration issues are keeping upward pressure on materials -- material and labor costs and are pushing overall costs higher.
we are watching the changing tariff environment.
We will start to lap some of the tariffs in Q4 of last year. That year-over-year hurt will not be as great in Q4 as it has been in the first part of the year.
Our estimate of approximately $24 million remains the same for the year.
The future impact of tariffs remains extremely fluid as the recently eliminated IEEPA tariffs have now been replaced with new global tariffs for at least the next 150 days.
We could have done a different decision... This would likely have delivered a stronger comp increase but with lower earnings growth.
We are not contemplating the impact of recent tariff news and evolving macro uncertainty on our current assumptions.
the home business in the beginning of the year was kind of difficult for us, and it was a business that was most under attack with tariffs
we are continuing to experience higher costs due to tariffs that are impacting our LIFO layers.