Corporate strategies for dealing with tariffs are central to the 3Q reporting season. iRobot has had to review its price-led strategy, while Skechers ramped up imports before recent tariff increases and is keeping prices down. Also: the U.S. steel tariff regime may need retargeting; F Pace off the pace as Jaguar Land Rover plots Defender growth strategy; South Korea consumers’ wrath may be driving detente with Japan; another week of Brexit waiting awaits; and South Korea emerges, little impact on the near term.
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