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22.10.2025 11:45:00

2 Luxury Goods Companies With Looming Tariff Costs. Should Investors Be Worried?

You might think with the markets up strongly since April's "Liberation Day" fiasco that the threat of tariffs is behind us. But that's a mistake. Many "trade deals" that were consummated over the summer just implemented their final rates, whereas last week we saw an escalation of the tariff war with China -- one of the largest U.S. trading partners besides Canada and Mexico. So, the tariff issue is ongoing, with reciprocal and "emergency" tariff rates enacted in the second quarter. Those added costs might not flow through to the end consumer until the current fourth quarter or maybe even next year.That means investors can expect further impacts on these high-end consumer favorites in the fourth quarter. Here's what two highly popular consumer goods leaders are saying about tariff impacts to their businesses, and how it may affect their stocks.Continue readingWeiter zum vollständigen Artikel bei MotleyFool

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