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cover of episode Which companies can "eat" Trump's tariffs?

Which companies can "eat" Trump's tariffs?

2025/5/20
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Marketplace

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People
A
Amal Shah
A
Amanda Jane Thomas
D
Dan Blanchard
D
Dante Disparte
J
Jason Miller
K
Kristen Schwab
L
Lee Reiners
R
Ramteen Siyashansi
S
Salah Hazel
S
Sam Huntington
S
Shanita Nicholas
T
Terry Esper
T
Tom Mergen
W
Wendy Liebman
W
Willie Shee
Topics
Terry Esper:我认为家得宝比沃尔玛更能应对贸易战,这部分归功于其强大的国内供应链和较高的商品利润率。家居装饰零售商销售高利润商品,且客户群包括对经济不确定性不太敏感的承包商,这使得他们有更大的空间来吸收更高的批发成本。因此,我认为他们能够比沃尔玛更好地应对贸易战。 Amal Shah:大公司正在要求批发商承担部分关税成本,以避免将过多成本转嫁给消费者。他们都在试图找到某种分摊痛苦的方式,以便尽可能地保持价格稳定,从而在竞争中获得优势。 Wendy Liebman:许多公司将无法避免提高价格。沃尔玛不喜欢提高价格或发表此类声明,但他们立即提高价格表明零售商面临的形势变得严峻。这意味着整个零售行业都将面临巨大的压力,消费者最终将感受到价格上涨的影响。

Deep Dive

Shownotes Transcript

Over the weekend, President Trump told retailers to “eat the tariffs” after Walmart warned of price hikes spurred by the trade war. Across the country, retailers are making tough calls when it comes to tariff costs. So why is Home Depot in a better position to keep prices stable than Walmart? Also in this episode: stablecoins inch closer to bank distribution, turbine backlog slows energy sector growth and we get some advice on what to buy before more tariffs kick in.

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