Trump's Tariff Impact: Cov khw muag khoom ceeb toom ntawm kev nce nqi khoom

Nrog Thawj Tswj Hwm Donald Trump tus nqi tariffs rau cov khoom ntshuam los ntawm Tuam Tshoj, Mexico, thiab Canada tam sim no siv tau, cov khw muag khoom tab tom ua rau muaj kev cuam tshuam loj. Cov nqi se tshiab suav nrog 10% nce rau cov khoom suav hauv Suav thiab 25% nce ntawm cov khoom lag luam los ntawm Mexico thiab Canada, yuam cov khw muag khoom kom rov ntsuam xyuas lawv cov khoom lag luam thiab cov tswv yim nqi.

Ntau lub khw muag khoom loj tau ceeb toom txog qhov muaj feem cuam tshuam rau lawv cov lag luam thiab cov neeg siv khoom. Lub hom phiaj tus CEO Brian Cornell ceeb toom tias cov nqi ua liaj ua teb tuaj yeem nce nyob rau hauv ib hnub vim cov nqi se ntawm Mexico, vim tias lub tuam txhab tso siab rau cov txiv hmab txiv ntoo thiab zaub los ntawm qhov ntawd thaum lub caij ntuj no. Qhov Zoo Tshaj Plaws Tus Thawj Coj Corie Barry tau sau tseg tias txij li 75% ntawm lub tuam txhab cov khoom lag luam tuaj ntawm Tuam Tshoj thiab Mexico, cov neeg siv khoom Asmeskas yog "zoo heev" kom pom tus nqi nce. Barry tau taw qhia tias txawm hais tias Best Buy ncaj qha tsuas yog 2% -3% ntawm nws cov khoom, lub tuam txhab cia siab tias cov neeg muag khoom yuav dhau ntawm tus nqi se rau cov neeg siv khoom.

Walmart, lub khw muag khoom loj tshaj plaws hauv Teb Chaws Asmeskas, tseem tsis tau muaj feem cuam tshuam rau cov nqi se hauv nws cov lus qhia puv xyoo tab sis lees paub qhov tsis paub tseeb uas lawv coj. CFO John David Rainey tau hais tias Walmart yuav tau nce nqi hauv qee qhov xwm txheej.
Cov tariffs yuav tsum tau nyem cov nyiaj tau los rau ntau lub khw muag khoom, muaj peev xwm yuam kom lawv xaiv ntawm kev nqus cov nqi siab dua, hla tus nqi mus rau cov neeg siv khoom, lossis kev sib xyaw ntawm ob qho tib si. Lub National Retail Federation tau ceeb toom tias ntev npaum li cov nqi se tseem nyob hauv qhov chaw, "Cov neeg Asmeskas yuav raug yuam kom them tus nqi siab dua rau cov khoom siv hauv tsev."

Txawm li cas los xij, qee cov khw muag khoom pom muaj txiaj ntsig zoo los ntawm kev cuam tshuam kev lag luam. Cov luv nqi xws li TJ Maxx, uas yuav cov khoom muag ntau dhau los ntawm lwm cov khw muag khoom, tuaj yeem tau txais txiaj ntsig los ntawm cov khoom lag luam nce ntxiv vim tias cov lag luam maj nrawm rau ntshuam cov khoom ua ntej hnub kawg tariff. Scott Goldenberg, CFO ntawm TJX Cos., tau hais tias cov nqi se tuaj yeem tsim "qhov chaw yuav khoom zoo" rau lub tuam txhab.

E-lag luam lag luam Etsy kuj suav tias nws tus kheej yog tus tau txais txiaj ntsig zoo. CEO Josh Silverman tau sau tseg tias lub tuam txhab kev cia siab rau cov khoom suav hauv Suav yog qis dua li ntawm nws cov neeg sib tw. Lub caij no, cov chaw muag khoom dua tshiab xws li ThredUp cia siab tias yog tias tus nqi muag khoom nce siab, cov neeg siv khoom tus nqi yuav tig mus rau cov khoom siv thib ob.

Qhov cuam tshuam ntawm tariffs kuj tseem pib qhia hauv cov ntaub ntawv freight.

Raws li thawj hnub ua lag luam ntawm lub Peb Hlis mus txog, North America cov kev ntsuas tariff tab tom ua tiav, nrog rau cov neeg xa khoom nce ntxiv thauj khoom los ntawm Canada mus rau Asmeskas kom tsis txhob muaj tariffs teem rau hnub Tuesday. Qhov no tau ua rau muaj kev cuam tshuam loj heev hauv kev sib tw thauj khoom tawm sab nraud los ntawm Canada, suav nrog ib feem tseem ceeb ntawm kev thauj khoom hla ciam teb, nrog rau kev nce siab hauv kev sib tw uas cov neeg nqa khoom tau tsis lees paub vim muaj peev xwm txwv lossis tsis muaj peev xwm xa khoom tau txais txiaj ntsig ntau ntawm cov khw muag khoom.

Tshwj xeeb, cov neeg nqa khoom tsis lees paub 4.8% thiab 6.6% ntawm Canadian outbound tenders nyob rau lub Ib Hlis thiab Lub Ob Hlis, raws li, thaum nyob rau hauv xya hnub dhau los, lawv tsis lees txais 10.5% ntawm Canadian outbound kev sib tw.

Cov nqi se kuj tseem cuam tshuam rau cov khw muag khoom toj roob hauv pes hauv Canada, nrog ntau lub xeev pib tshem tawm Asmeskas cawv los ntawm cov txee hauv kev ua pauj. Ontario, Quebec, thiab British Columbia tau tshaj tawm tias lawv yuav tsum tso tseg kev xa khoom thiab muag Asmeskas npias, cawv, thiab cawv los ntawm tsoomfwv cov khw muag cawv.

Rau Asmeskas cov neeg ua liaj ua teb thiab kev lag luam ua liaj ua teb, cov nqi se nthuav tawm cov kev cov nyom ntxiv. Cov tuam txhab chiv xws li Compass Minerals tau hais tias tom qab tariffs rau cov khoom Canadian raug yuam, lawv yuav tsum tau them tus nqi rau cov neeg siv khoom. Qhov no tuaj yeem muaj kev cuam tshuam ntev rau cov neeg ua liaj ua teb cov nqi nkag thiab cov nyiaj tau los thaum tseem ntaus cov neeg muag khoom hauv lawv lub hnab ris.