Track how companies discuss tariffs and trade policies in their earnings calls, and understand their impact across different industries and regions.
we are estimating that this year's tariff impact will be about $80 million, down from the $100 million.
It is nice to have an administration that actually appreciates that we help with trade, we help with energy security, we also help with the energy transition.
the impact of tariffs and related policies on these businesses are very real.
Our EPS guidance continues to include an estimated tariff impact of about $90 million or 2% to EPS growth for the full year.
we remain cautious on the second half of the year due to potential tariff-related pressures on broader consumer behavior.
Admittedly, tariffs have introduced some level of uncertainty and that's manifesting with internationally sourced equipment alongside a trend of inflation.
Last quarter, our Tempur Sealy North American operations announced a 2% price increase to annualized sales to offset the residual expected tariff impact.
This guidance includes approximately 30 basis points of full year 2025 inflation related to tariffs.
We think it really will hurt the sort of recreational customers and ultimately risk fueling the black market.
The potential effect of tariffs remains dynamic, and we will continue to update our estimate as the situation changes.