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Accelerating The Inevitable – Six Corporate Approaches to Tackling Tariffs

China 2102 Cons. Discr. - Apparel 275 Cons. Discr. - Autos 758 Cons. Discr. - Durables 182 Cons. Discr. - Retailing 209 Consumer Staples 483 Health Care 135 Industrials - Capital Goods 337 Info Tech - Comms Equip 151 Info Tech - Tech Hardware 477 Tariff Quote Watch 184 Tariffs 1452 U.S. 3839

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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