Track how companies discuss tariffs and trade policies in their earnings calls, and understand their impact across different industries and regions.
we revised the bottom end of our full year 2025 EBITDA guidance in acknowledgment that we may be impacted by different geopolitical uncertainties, including tariffs and regulatory changes.
However, we did not see significant adverse impacts on our business from these policy discussions on our first quarter results...
we remain challenged by the ongoing macroeconomic environment and are monitoring the uncertainty around international trade relations and tariffs.
Tariff-related price changes had a very minimal impact on same SKU inflation in the first quarter.
A couple of points. To your comment, we probably have to pass it on like happened post-COVID when we all had to enjoy some pretty healthy increases.
To the inevitable question about how our business may have been affected by concerns about tariffs or other geopolitical elements impacting expectations or the economy more broadly, we did not see any noteworthy impacts, including with respect to solid waste organic growth.
When you factor in the various mitigants, it is a manageable impact from a loss cost perspective.
We believe we can mitigate most of the direct impact from ongoing and potential future tariffs on our cost structure.
We are maintaining guidance due to uncertainty regarding the impact of the recently announced policy changes.
No matter how you look at it, Whirlpool, with its 10 large US factories, is a net winner of a new tariff policy.