Volatility caused by on-again, off-again tariffs has led companies like Walmart, Mattel, Stanley Black & Decker, Ford, and Procter & Gamble to raise prices or adjust supply chains to offset rising costs. Some firms have abandoned earnings guidance, recognizing that tariff announcements can rapidly shift market conditions. According to Sunil Rajasekar, CEO of Billtrust, resilient companies are not just reacting defensively but are investing strategically and staying nimble to adapt to ongoing policy changes.
Key Takeaways:
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Unpredictable tariffs are prompting companies to raise prices and abandon earnings guidance.
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Major retailers and manufacturers are warning consumers about higher costs and limited product choices.
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Successful companies are building resilience by investing strategically and adapting quickly to policy shifts.
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