
Fewer global companies are raising prices despite ongoing tariffs, as improved U.S. trade clarity enables steadier cost forecasts and renewed focus on consumer retention.
Key Takeaways
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Shift from price hikes: Corporate mentions of tariff-related price increases dropped nearly 70% from earlier in the year, signaling stabilization as firms adapt to new trade conditions.
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Retailers prioritize affordability: Walmart, Target, and other major U.S. chains are emphasizing holiday discounts to protect market share amid tight consumer budgets.
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Tariff effects still uneven: Some manufacturers, such as Rockwell Automation , continue modest price adjustments, while others delay increases pending tariff policy clarity.
