Accelerating The Inevitable – Six Corporate Approaches to Tackling Tariffs — Panjiva
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Accelerating The Inevitable – Six Corporate Approaches to Tackling Tariffs

China 3051 Cons. Discr. - Apparel 531 Cons. Discr. - Autos 1250 Cons. Discr. - Durables 575 Cons. Discr. - Retailing 518 Consumer Staples 807 Health Care 363 Industrials - Capital Goods 623 Info Tech - Comms Equip 263 Info Tech - Tech Hardware 864 Quote Watch 452 Tariffs 1869 U.S. 5402

After 21 months of trade war, evidence from analyses of over 100 companies has lead us to identify six major corporate strategies and firms that exemplify them: 1. Stockpiling, shown by iRobot, which can have the drawback of higher costs and tied up cashflow. 2. Exemption requests, where BorgWarner has been successful, only yields relief in one-quarter of cases. 3. Price rises are the most popular strategy, particularly when focused as Kubota has shown, though can lead to lower demand and loss of market share. 4. Demanding price cuts from consumers is bearing fruit – Chinese exp...

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