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

China 2970 Cons. Discr. - Apparel 494 Cons. Discr. - Autos 1178 Cons. Discr. - Durables 513 Cons. Discr. - Retailing 467 Consumer Staples 760 Health Care 353 Industrials - Capital Goods 582 Info Tech - Comms Equip 223 Info Tech - Tech Hardware 795 Quote Watch 452 Tariffs 1793 U.S. 5316

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 exporters ha...

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