Track how companies discuss tariffs and trade policies in their earnings calls, and understand their impact across different industries and regions.
macro and tariff uncertainty did have a greater impact on weight per shipment for some of our small- to medium-sized customers.
We have worked diligently to address the impacts from additional tariffs through various mitigating actions, including cost savings initiatives, ongoing changes to our sourcing footprint and pricing where necessary.
tariff drag for the second quarter was...below $5 million.
the second quarter was basically not impacted by the incremental tariff in the U.S. as we leverage the inventory already present in the country.
We now estimate a net impact from tariffs of approximately $175 million in 2025.
Non-GAAP retail GPU increased by $195... partially offset by a positive impact of approximately $100 in Q2 2024 from selling additional loans.
the impact of tariffs was more muted than we anticipated.
We reduced the public equity holdings in the second quarter given the increased risk of inflation due to the new trade policies.
I think there -- for Q1, there was a lot of pre-tariff imports coming in.
The incremental 5% doesn't present that much of an upward correction given what the number could have been as of the first of August.