Track how companies discuss tariffs and trade policies in their earnings calls, and understand their impact across different industries and regions.
Currently, we do not expect a material change to our results of operations as a consequence of the latest U.S. tariff actions.
the net effect of tariffs and countermeasures, and targeted growth investments in our AHS segment.
Adjusted EBIT margin was negatively impacted by approximately $100 million in tariff expense as well as unfavorable mix.
tariff uncertainty continues to suppress discretionary spending
Our base apparel business was below our expectations, down roughly 7% as customers balance inventory positions with the impact of post-tariff pricing decisions.
we expect favorable product mix to be largely offset by investments in our global supply chain in the annualization of tariffs.
Incremental margins were within our long-term framework at about 30% despite headwinds from tariffs and growth investments in TraceGains.
We expect to deliver around $200 million of productivity savings in 2026, partially offset by approximately $80 million in tariffs.
expedite transportation costs ongoing component shortage and their volatile pricing among with tariffs and impact our short-term gross margin.
We continue to see tariff-related inflation, which caused further LIFO inventory valuation headwinds, although the magnitude of these charges came in favorable to our expectations.