Track how companies discuss tariffs and trade policies in their earnings calls, and understand their impact across different industries and regions.
While the macro picture has been clouded by talk of tariffs and trade negotiations, we've continued to see stability in our home Midwestern markets.
Tariff uncertainty has driven most economic growth estimates lower, while inflation expectations are rising.
the cost impact of tariffs at current levels is expected to be minimal relative to the size of the cost base of the company and thus manageable within our guidance range.
the changes to the de minimis exemption will obviously cause slight headwind to our ads business in 2025, primarily from APAC-based retailers.
driven by uncertainty created by the tariff situation, our outlook has become less clearer.
We are closely monitoring the evolving tariff situation and are very much focused on managing the variables that are within our control.
There's a lot of macro noise with tariffs, the path of rates, inflation, and uncertainty in the general economy.
Our industrial end markets are exposed to tariff-related uncertainty, which was evident during the first quarter before the April 2 announcement.
While we continue to see new opportunities in the pipeline, the pace has slowed recently due to overall macroeconomic uncertainty.
the tariff situation is is kind of a replay of COVID situation we had a few years ago.