Track how companies discuss tariffs and trade policies in their earnings calls, and understand their impact across different industries and regions.
Our full-year gross margin guidance now assumes an impact of approximately 20 basis points from tariffs, which is lower than our prior assumption of 50 basis points, given the recent updates and changes in U.S. tariffs.
the impact of the current policies that are in place plus concern over the potential impact from continued friction over tariffs has led to...a tremendous level of caution
there are headwinds in tariffs, there are tailwinds in stimulus
Our teams are doing a fantastic job managing tariffs and making sure that there's no impact to earnings per share.
We continue to expect the impact of known tariffs to be manageable in 2025.
While there is little incremental clarity on U.S. trade policy and tariffs, the global coverage and nature of our business is such that markets outside of North America are doing quite well and made up for some softness in North America.
the tariffs... delayed imports or even cut imports into North and into United States for Q2.
Tariff uncertainty and OPEC's decision to reduce voluntary cuts were significant factors contributing towards slumping oil prices.
we want it to be as accurate as possible. And we felt like it was important for us to move the bottom end by $0.02, but yet leave the top end where it is.
we're including tariff which seemed to change daily, but any kind of tariff impact on that.