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

China 3048 Cons. Discr. - Apparel 530 Cons. Discr. - Autos 1247 Cons. Discr. - Durables 574 Cons. Discr. - Retailing 517 Consumer Staples 805 Energy - Conventional 468 Health Care 362 Industrials - Aero/Defense 203 Industrials - Capital Goods 620 Info Tech - Tech Hardware 862 Materials - Chemicals 273 Materials - Metals/Mining 792 Materials - Packaging 59 Quote Watch 452 U.S. 5399

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 conglomerates an...

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