Trade War Quote Watch: Two-Fifths of Firms Raise Prices, Just A Quarter Retool Supply Chains — Panjiva


Trade War Quote Watch: Two-Fifths of Firms Raise Prices, Just A Quarter Retool Supply Chains

China 1793 Cons. Discr. - Apparel 218 Cons. Discr. - Autos 676 Cons. Discr. - Durables 114 Cons. Discr. - Retailing 159 Cons. Staples - Food/Beverages 406 Energy - Conventional 278 Health Care 110 Industrials - Aero/Defense 134 Industrials - Capital Goods 271 Info Tech - Tech Hardware 387 Materials - Chemicals 98 Materials - Metals/Mining 496 Tariff Quote Watch 100 U.S. 3362

During the 2Q earnings reporting season companies are being be asked about the impact of tariffs on their supply chains. We’re tracking comments using the S&P Global Market Intelligence platform in our regularly updated report. Our review of over 190 companies’ comments shows 47% of companies have seen higher costs including more than 60% of autos, healthcare, specialty capital goods and consumer goods firms. Corporate reactions have centered on price increases with 47% of companies either having already implemented them or planning to. That rises to 82% of capital goods conglomerat...

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