Track how companies discuss tariffs and trade policies in their earnings calls, and understand their impact across different industries and regions.
we expect to be able to mitigate some of the effects of tariffs, but not all within the year.
Some customers may have some level of tariff-related pull-ins.
Many businesses are frozen as they wait for more clarity about a number of macro issues such as tariffs, inflations and taxes.
customer concerns increased and as a result, volume softened. In early May, upon tariff implementation, China to US volumes deteriorated sharply.
I am talking to CEOs every day... there was this whole narrative that about like a pause and sitting on the sidelines, and I would tell you it was very short.
Tariffs have not had a material impact on our business so far, and given what we know today, we do not expect them to going forward.
we saw an uptick at the end of the quarter when there was speculation about the tariffs.
We're now obviously having a lot of discussions, but no pull-in of significance.
we continue to embed in our guidance minimal expected impact from tariffs.
the current U.S. tariff impact on green coffee is our largest exposure that we will manage on top of navigating record-high costs for the commodity.