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

China 3048 Cons. Discr. - Apparel 530 Cons. Discr. - Autos 1247 Cons. Discr. - Durables 574 Cons. Discr. - Retailing 517 Consumer Staples 805 Health Care 362 Industrials - Capital Goods 620 Info Tech - Comms Equip 262 Info Tech - Tech Hardware 862 Quote Watch 452 Tariffs 1866 U.S. 5399

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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