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Started By
Message
re: S&P reports tariffs will cost companies $1.2 trillion this year
Posted on 10/17/25 at 7:02 am to PeteRose
Posted on 10/17/25 at 7:02 am to PeteRose
quote:
1.2 trillion reasons to bring that manufacturing stateside.
It’s totally unfair that Cambodian and Vietnamese teens get to make all those Nike products. Americans worked damn hard and our kids should get some of those high paying manufacturing jobs too.
0
Posted on 10/17/25 at 1:33 pm to bigjoe1
As a shareholder, I don’t like to hear that companies will absorb these tariffs. It’s generally a dumbass business decision with a few exceptions.
Passing the cost on to consumers is preferable to me as long as it’s not stuff that I buy
Passing the cost on to consumers is preferable to me as long as it’s not stuff that I buy
Posted on 10/20/25 at 8:57 am to Jjdoc
You are incorrect in believing costs have not already increased. Prices are already higher almost everywhere. You can see it at Home Depot, Walmart, department stores, restaurants, ... . I am in new home construction and prices are definitely higher in this industry. What you talkn bout Willis?
We just purchased 2 new vehicles. I researched several makes and models. The cars that are more international dependent have seen more increases than those that are more US dependent. Mazda is a good example. The Q50s are built in the US and are somewhat higher. They use some international parts. The Q90s are built overseas and have seen higher increases. It is simple math. You are naive if you think companies are not passing cost increases on to their customers.
The evidence will be more clear as the tariffs continue. The picture was clouded by pre-buys, and tariff pauses. Even someone like you will eventually be forced to see the truth that tariffs increase costs for the consumer if the current environment persists or gets worse. This is not rocket science.
We just purchased 2 new vehicles. I researched several makes and models. The cars that are more international dependent have seen more increases than those that are more US dependent. Mazda is a good example. The Q50s are built in the US and are somewhat higher. They use some international parts. The Q90s are built overseas and have seen higher increases. It is simple math. You are naive if you think companies are not passing cost increases on to their customers.
The evidence will be more clear as the tariffs continue. The picture was clouded by pre-buys, and tariff pauses. Even someone like you will eventually be forced to see the truth that tariffs increase costs for the consumer if the current environment persists or gets worse. This is not rocket science.
Posted on 10/20/25 at 12:23 pm to SlidellCajun
quote:
I don’t like to hear that companies will absorb these tariffs.
They won't. It will eventually all be passed on to the consumer. Everyone's been playing a game of chicken in hopes of TACO, but prices are starting to be passed on, albeit a little at a time in order to make it less obvious. Hell, I just got this from one of my suppliers this morning:
quote:
It’s still the case that no company wants to be in a position to have to pass along price increases, but material costs have simply continued to rise significantly since June driven by the market response to the tariffs put into place....At this level it is simply no longer sustainable for us to absorb the impact of this cost increase. It remains our current practice to pass along only the impact of material cost increases
Posted on 10/20/25 at 1:19 pm to UltimaParadox
quote:as opposed to what administration
Current administration has no plans to do that
Posted on 10/20/25 at 3:42 pm to bigjoe1
All of the more reason to avoid tariffs by producing it domestically.
Posted on 10/21/25 at 1:12 am to Auburn1968
Correct. I've been researching any non-essentials (non-food) with conscious decisions to buy made in the USA.
Posted on 10/21/25 at 5:55 am to Potchafa
quote:
Trump did say it was going to hurt at first.
Touché
On the investor side of things, he’s also vocal and it almost feels like ‘insider trading’. It’s awesome.
Posted on 10/21/25 at 7:42 am to bigjoe1
Lets be real, the tariffs are a proxy war with China. If the average American knew how much shite China is doing and trying to do to replace America in the globe. They would all be fine with the tariffs.
This post was edited on 10/21/25 at 8:25 am
Posted on 10/21/25 at 9:27 am to ronricks
quote:
More and more companies have stopped eating the tariffs and are passing it along to customers and this number will only continue to grow. You’re naive if you think otherwise.
And those companies that are “eating the tariffs” are doing so in statement only. They are still increasing their prices because their COGS have increased. They are just blaming inflation or other things (logistics) for the increase so they can make that statement
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