Companies from different sectors begin to experience the effects of Trump tariffs
AS Global tariffs The President announced USADonald TrumpStart influencing companies in various fields such as retail and consumer. In teleconferences, CEOs have been mentioned in the first -quarter results, CEOs’ pricing, gain -reduced estimates, and in some cases, in some cases.
A. Unilever and Nestle After raising prices to reduce the cost of goods, they recorded the above sales in the first three months of the year. Two companies and consumers who have lost their market share due to inflation during the pandemic, have said that the increase in the price of the global trade war and commodity prices will be borne by some of the rise.
“We are trying to apply as much registration as possible to cope with our costs, but a customer response to the competitive environment,” Nestle CEO Laurent said in a relationship with Journalists. – It is right to highlight the user’s weak feeling – and it is not only in the US, in general.
Small Profit Projection in 2025
A. PepsiCoGradually, it increases the cost of unpredictable commercial policy and negative consumer concept and affects the demand of their snacks and sodas, which reduced its profit projection a year.
The owner of the brands Gaterade, Lipton e Quaker It is now expected that the profits for each action by 2025 will be the same by 2024, based on stable currencies – against the previous growth assessment around the average digit percentage. As mentioned in a statement on Thursday, the company excludes some items with a lower increase in the organic income digit.
With a wide variety of products, to snacks and soft drinks from the morning cereals and fruit juices, the PepsiCo provides the portrait of the consumer situation in the wake Trump. The company also prepares to deal with the rising costs in the supply chain We are tariffs Establishing materials.
– When we look at the future, we hope to be more instability and uncertainty in the consequences of global trade, ”said CEO Ramon Logwarta, the company is working to reduce the impact of high costs whenever possible.
A. PepsiCo It recorded a 1.8% decline in sales in the first quarter, total US $ 17.9 billion. Organic sales that exclude currency instability and the effects of acquisitions increased by 1.2%. The adjusted profit is 48 1.48 per share and 49 1.49 analysts compared to the average estimate.
Between climbing the trade war between USA and ChinaMillion is expected to lose 200 million by 2025 due to the already announced tariffs. However, the US president is unlikely to fulfill its long promise to impose tariffs on US CE shades, which will contribute to existing tariffs. Merk, which has a significant productive presence in Europe, can face additional costs with new rates.
In the first quarter, results Merk Exceeded expectations. The quarter sales are.5 15.5 billion, rather than an estimate of $ 15.3 billion. The adjustable profit is 22 2.22 per share, which exceeds US $ 2.13 for each share.
Companies alert Trump
At a meeting at the White House last Monday, Trump warned his tariffs on the trade of CEOs Walmart e da TargetAccording to the source of this subject.
Although the S&P500 index companies have made ‘calls’ on their results by Tuesday, more than 90% of them are mentioned, according to FactSet. The term “depression” was cited in 44% calls, less than 3% of the fourth quarter of 2024.
A large US railway company Norfok Southern said on Wednesday that tariffs could slow down the intermodal car goods, but the coal production was “significant uncertainty about export trade”.
Boeing stated that a trade war between the two largest economies in the world would force some of her planes to look for alternative buyers China.
The tariffs accurately increase the cost of gas generators, in the rhythmic rhythm from the end when the US power demand grows in an unprecedented rhythm Second World WarJohn Ketum, CEO of Next, Energy, owner of the country’s largest electric dealership.
The G Vernova gas turbine manufacturer said that their costs could rise to $ 400 million this year, and that the oil companies would be able to reduce the profits of Haliburton and Baker Hughes Trump, disrupting the supply chains, and to exceed the oil prices, which would lead to withdrawal.
Actions of Baker Hughes This year’s interest, taxes, depreciation and loan redemption were expected to cost $ 200 million, they fell 6.4% on Wednesday.
AT&T E VerizonTwo largest US telecommunication companies in the US telecommunication companies have warned that the price of cardless cell phones and routers can increase tariffs.
– If charges about cell phones are high, we do not plan to perceive this cost. This is not possible, ”Verizon CEO Hans Westburg told analysts this week.
Boston Scientific said this year’s medical equipment manufacturer would cost $ 200 million, although it increased profit projection. Johnson & Johnson continued his annual gain suggestions last week, but mainly spending $ 400 million for medical device tariffs.
Factories in China
Na ChinaFactories have begun to slow down the production and license to some workers, as Trump’s trade war has reduced the product requests from jeans to accessories, Financial Times.
Most Chinese products now face at least 145% USASome factories have said that American customers have canceled or canceled suspended orders, forcing production of one -week or more factories to produce jeans, electric outlets and portable stoves from shoe soles. Some factory owners have reported that they are working on the weekends.
15% of Chinese exports last year USA.
