Track how companies discuss tariffs and trade policies in their earnings calls, and understand their impact across different industries and regions.
We're starting to see increases in cost of goods moving ahead, and we've got a very rigorous process of first and foremost quite frankly, just pushing back.
people are obviously getting some time to adjust. And we're watching it very closely.
We expect to see goods prices to start picking up over the summer, as tariffs take effect.
Many have found ways to avoid passing the ten percent tariffs onto their customers.
Trade policy continues to create some caution.
We will take just inflation justified pricing on those businesses to maximize that cash and help maintain help claw back some of the gross margin that we're investing on the other pieces of the business.
we are encouraged by the progress that we see happening in the discussions in Washington.
the impact of that is going to be roughly $20 million... we don't expect that we're going to be able to fully offset this incremental tariff.
we expect to be able to mitigate some of the effects of tariffs, but not all within the year.
Some customers may have some level of tariff-related pull-ins.