Track how companies discuss tariffs and trade policies in their earnings calls, and understand their impact across different industries and regions.
those were two markets that certainly had some influence with geopolitical issues and tariffs and the like.
year-over-year margin pressure primarily driven by tariff impacts and intentional commercial investments for growth.
the incremental fees to reduce our full-year 2026 non-GAAP gross margin by roughly 170 basis points
we do anticipate seeing a reduction in terms of our tariffs per unit.
we are absorbing higher tariff costs, our strong overall unit economics and scale enable us to do this while maintaining healthy payback period.
We absorbed an exogenous shock this year related to tariffs, disproportionately affecting ad spend from our top retail advertisers.
we are assuming that the tariff landscape will remain at the current levels globally and we have effectively covered that impact.
headwinds from tariffs and increased operating commodity costs, including coffee.
We laid the groundwork two years ago when we secured commission approvals for data center tariffs in Ohio and large load tariff modifications in Indiana, Kentucky, and West Virginia.
MPT’s adjusted operating margin totaled 15.4% for the quarter... and reflects increased manufacturing and supply costs, unfavorable product mix, inventory adjustments, and higher costs related to tariffs.