President Trump continued his plans for the collection of imported tariffs in the amount of 25% for goods from Mexico and Canada and added an additional 10% for the accumulation of 20% of tariffs for Chinese imports. The reasons are related to curb the influx of fentanil along the borders, an increase in American national security and balance a trade deficit. The retail/wholesale sector is visible, especially subject to tariffs.
Let’s see what the general directors of leading retail sellers say imported tariffs, their consequences and ways to mitigate them.
Purpose: avocados and tomato prices will increase, but Chinese imports will fall to 30%
The goal today
- 52-week range
- $ 111.84
▼
$ 181.86
- Dividend yield
- 3.97%
- P/e ratio.
- 11.97
- Value is valuable
- $ 145.87
Discount retailer Target Co. NYSE: TGT General Director Brian Cornell expressed in an interview with CNBC after the results of income in the 4th quarter of 2024. He carefully noted the cautious state of consumer purchases in the United States and carefully stretching their budgets in search of cost. This is not the “new news” that the consumer is under pressure.
Consumer trust has fallen, and fears about tariffs are the reason. The company depends on Mexico for a significant amount of supply, which are categories that they will try to protect at prices.
Cornell said: “The consumer will most likely see a rise in prices over the next few days.” In connection with tomatoes, avocados, bananas and strawberries from Mexico. Target deliberately supplies its products within the country, and now half of its goods come from the United States.
Import from China decreased from 60%to 30%, since they diversify their supply chain on the way to 25%. Nevertheless, this is not the first time they coped with the tariffs and will react accordingly.
Walmart: an attempt to convey an impact on Chinese suppliers
Walmart today
- 52-week range
- $ 58.56
▼
$ 105.30
- Dividend yield
- 1.08%
- P/e ratio.
- 36.28
- Value is valuable
- $ 103.20
The world’s largest retailer and the largest importer of America, Walmart Inc. NYSE: WMTIN For the first time in three years, he warned that sales would slow down, since consumers are a budget for more expensive products. While most of its products were received within the country, it will not be insured for tariff imports.
Walmart predicts sales growth in 2025 by 3% to 4% compared with estimates of consensus analysts of 4.6%. CEO Dag Makmillon said that the company managed tariffs in the past and will continue to manage them.
Using his large -scale scale for the lever, Walmart asked some of his suppliers in China to reduce their prices by 10%to compensate for the consequences of Trump’s tariffs.
According to Bloomberg, Walmart is negotiating with individual manufacturers. Nevertheless, even the masses of Walmart are not convincing enough, since “few agreed” because of the thin edges of the razor (2%) that suppliers are importing.
Best Buy: China and Mexico are sources of import No. 1 and #2
The best purchase today
- 52-week range
- $ 69.29
▼
$ 103.71
- Dividend yield
- 5.08%
- P/e ratio.
- 12.79
- Value is valuable
- $ 93.50
Giant consumer electronics of a large box Best Buy Inc. NYSE: Bby The word “tariff” mentioned 27 times during the conference in the fourth quarter of 2024, much more than the gap in which it was mentioned only three times. From the very beginning, CEO of Corey Barry noted that international trade is “critical” for his business and industry.
China and Mexico are a number of one and two sources for their products. Best Buy imports only from 2% to 3% of the total range of products from these countries, but 20% of its profile supplier from Mexico. Then the General Director Barry mentioned on a conference-friend that a large percentage of his private TVs and instruments in a private brand received from Mexico.
Best Buy expects suppliers to transfer “some level of tariff costs for retailers, which significantly reaches prices for American consumers.” Best Buy did not include the influence of tariffs in their leadership.
Meanwhile, China’s tariffs were raised another 10% on March 4, 2025, but, according to Barry, this is not a linear case of doubling of exposure by 2%.
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