Track how companies discuss tariffs and trade policies in their earnings calls, and understand their impact across different industries and regions.
economic uncertainty from tariffs continues to impact industrial production and box demand across the manufacturing sector.
our minimal exposure to the auto industry, diverse supply chain and continued focus on moving to U.S.-based suppliers further limits potential tariff impacts.
Given what has been announced to date, we now estimate the net impact to our results from tariffs is approximately $40 million in 2025.
As it relates to tariffs, I'd say, as it relates to '25, we're fairly insulated from any impact this year given inventory management actions.
April was pretty abnormal. There's a lot of volatility. You had tariffs, you had rates dipping and climbing, you had consumer sentiment dropping.
Macroeconomic uncertainty persists, especially around tariffs and trade, but we believe our guidance reflects the potential impact of such uncertainty as we view it today.
the situation of tariffs is not very clear, to say the least. We're trying to manage that the best way we can.
There continues to be a lot of noise about the impact that tariffs will have on retail prices and consumption.
Geopolitical and trade-related developments may continue to introduce short-term uncertainty.
We're navigating tariff uncertainty, inflation and speculation about the impact of trade policy on demand.