Track how companies discuss tariffs and trade policies in their earnings calls, and understand their impact across different industries and regions.
Our Q4 consolidated operating margin was 9.4%, contracting 500 basis points from the prior year. This was primarily driven by inflation, led by coffee prices and tariffs.
inflation is accelerating into the mid-single-digit range, primarily due to tariffs and rising beef costs
We are mitigating that due to certain things such as our higher levels of inventory to offset any potential increases in tariffs.
the negative impact of $12 million, which was right in line with what we expected for Q3 on the raw materials.
We've taken a step back. We very much underestimated how much work it was going to take for us to get the TIA approvals.
We have secured commission approvals for data center tariffs in Ohio and large load tariff modifications in Indiana, Kentucky and West Virginia.
This included approximately $0.16 of tariff impact.
As a result of the tariffs enacted, we are expecting low single-digit inflation for the year.
Our pricing adjustments related to tariffs that were implemented in the second quarter, along with higher volumes of marking and coding equipment-related consumables and Esko software solutions.
general macroeconomic uncertainty remains as a result of tariffs, lower job growth and more recently, the government shutdown.