Track how companies discuss tariffs and trade policies in their earnings calls, and understand their impact across different industries and regions.
we see some favorability in tariffs. But remember, more than 50% of our tariff exposure is on tinplate.
Tariffs have also obviously added a significant headwind to overcome.
We are beginning to see some level of industry consolidation especially in the truckload business.
At this point, you know, of our commodities inflation includes all the tariff impact. You know, it's in the tens of basis points as a percent of sales, which is in line with what we had indicated earlier.
We're not immune from impacts of higher costs from tariffs.
Any impacts that may occur due to potential new tariffs are not included in our guidance.
Tariffs certainly comfortably within that range.
Our buyers continue to do an excellent job finding new and exciting items at great values while also adjusting our assortment to minimize the impact of tariffs.
We will have a full year of increased tariffs and the removal of the de minimis provision, offset, obviously, by the actions the team is taking to mitigate those expenses.
the cumulative impact of restrictions is something that we are seeing and seen in '25 that has had an impact