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 1758 Cons. Discr. - Apparel 214 Cons. Discr. - Autos 661 Cons. Discr. - Durables 107 Cons. Discr. - Retailing 156 Cons. Staples - Food/Beverages 395 Energy - Conventional 272 Health Care 108 Industrials - Aero/Defense 132 Industrials - Capital Goods 265 Info Tech - Tech Hardware 378 Materials - Chemicals 93 Materials - Metals/Mining 482 Tariff Quote Watch 91 U.S. 3297

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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