Track how companies discuss tariffs and trade policies in their earnings calls, and understand their impact across different industries and regions.
significant tariff-related aluminum cost increases were more difficult to pass through due to plentiful supply and soft demand
International performance was impacted by challenging macroeconomic conditions in the U.K. and Germany and a deceleration in our cross-border volume growth due to U.S. trade policies, including the removal of de minimis exemption for all countries at the end of August.
we expect that to be flat to down sequentially, a bit below seasonal, and this is, as we've talked about, largely due to the tariff and macro pull-in unwind.
considering the impact of generationally high tariff structures that took effect early in the year.
we experienced tariff-driven uncertainty that resulted in a market-driven air pocket early in 2025
If inflation were to remain higher, the business has proven our ability to manage inputs and drive the necessary pricing as you saw in 2025.
We're in such a unique environment with tariffs and interest rates and everything that has been going on externally.
the tariff headwind is expected to grow from 110 basis points in 2025 to about 210 to 220 in 2026
Tariffs impacted the business $93 million or 110 basis points, in line with forecast.
We expect total GPC sales growth to be in the range of 3% to 5.5%. Our outlook assumes that market growth will be roughly flat and that the benefit from pricing, including inflation and tariffs, will be approximately 2%.