May 23rd, 2025
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The incessant barrage of tariffs, coupled with the capricious on-again, off-again nature of trade initiatives, has engendered a state of acute anxiety amongst businesses worldwide, with key retailers already instituting price hikes stateside or issuing stark premonitions of future inflationary pressures.
In recent months, President Trump unilaterally imposed a raft of novel tariffs on imports from virtually all of America's trading partners, targeting a disparate array of specific industries; these actions were met with retaliatory tariffs, most notably from China, despite the subsequent suspension or reduction of many of the harshest levies, a substantial corpus of remaining duties continues to encumber businesses.
The imposition of tariffs on companies importing goods manufactured overseas precipitates amplified costs, a burden invariably passed on to consumers; while Trump posited that his novel tariffs would catalyze the repatriation of manufacturing and capital to the United States, economists had presciently cautioned that such sweeping tariffs, given the embeddedness of global supply chains in the production of a vast spectrum of consumer goods, would inexorably inflate prices across the economy, from grocery shelves to automotive service centers.
無數企業及其顧客早已直面此等嚴峻現實,以下列舉於持續貿易摩擦背景下,近期已公告或預期將調漲價格之知名零售業者,以供參照:
On Thursday, Walmart, the nation's preeminent retail behemoth, acceded to the swelling ranks of corporations acknowledging the inflationary pressures wrought by tariffs, conceding that resultant cost escalations necessitate price adjustments across its extensive product portfolio.
Despite Walmart's deployment of a mitigation strategy leveraging its domestic sourcing of two-thirds of its merchandise to hedge against tariff exposure, complete circumvention has proven untenable; company executives articulated Thursday that incremental price increases have been progressively permeating Walmart's inventory since late April, with an accelerated trajectory observed this month; ergo, the exigency of pronounced impacts is anticipated in June and July, coinciding with the apogee of the back-to-school shopping season.
雷尼,該公司首席財務官,明確指出多種民生必需品價格呈現上揚趨勢;以自哥斯大黎加進口的香蕉為例,其價格已自每磅五十美分攀升至五十四美分。此外,渠亦預期目前於沃爾瑪以三百五十美元售賣之中國製汽車座椅,或將面臨額外一百美元之漲幅。
雷尼於美聯社訪談中闡明:「我方矢志維持價格競爭力,然無論本公司抑或任何零售業者,均存在一可容忍之臨界點。」
美泰公司,作為芭比娃娃及風火輪(Hot Wheels)系列玩具的業界翹楚,於本月初聲明,為消弭關稅壁壘所衍生的鉅額成本,其亦將被迫於「情勢所迫」之際,採取價格調整策略。
Prior to the US-China accord stipulating a 90-day tariff reprieve, a major toy manufacturer, sourcing 40% of its output from China, issued a pricing advisory on May 5th, portending increased costs despite the agreed-upon tariff de-escalation, which nonetheless left Chinese tariffs at levels exceeding those predating the preceding month's tariff escalations initiated under the Trump administration.
於近期財報電話會議上,美泰業已宣佈,本年度擬將約莫五百項產品之生產製造,自中國代工廠移轉至其他國家之供應商,相較之下,去年僅有二百八十項。另針對若干炙手可熱之玩具品項,該公司亦表示將採取分散式生產策略,於多國尋覓合適之工廠進行生產。
Come May, Microsoft recalibrated the global MSRP for Xbox consoles and controllers, evidenced by a price augmentation of the Xbox Series S in the US market to $379.99, a marked appreciation of $80 from its initial 2020 launch price of $299.99; concomitantly, the enhanced Xbox Series X will be strategically priced at $599.99, reflecting a $100 increment over its antecedent price point of $499.99.
在五月一日的Xbox支援更新公告中,微軟措辭婉轉地表示:「我們深知此番變動或令人難以適從。」這家科技巨擘並未明確歸咎於關稅,而是援引了更為宏觀的「市場態勢及日益攀升的研發成本」作為解釋。
Beyond the US market, Microsoft has also unveiled a recalibrated Xbox pricing architecture for the European, UK, and Australian territories, stipulating concomitant localized updates for all remaining jurisdictions; furthermore, the corporation anticipates inflationary pressures will necessitate a price augmentation for select first-party titles, reaching $79.99, commencing this holiday season.
Last month, e-commerce behemoths Temu and Shein, in what appeared to be virtually indistinguishable pronouncements, independently cited recent vicissitudes in global trade regulations and tariffs as necessitating price adjustments, prompting speculation regarding potential coordinated action.
Since the end of April, consumers have observed an uptick in the price of numerous goods, particularly in anticipation of the May 2nd expiration of the de minimis threshold, a longstanding provision that had hitherto permitted e-commerce platforms to circumvent tariffs on low-value imports from China; a recent bilateral accord between the United States and China has provided some mitigation, although these products remain subject to duties, currently levied at a rate of 54% (down from 120%) on de minimis parcels entering the U.S. via the United States Postal Service.
Even preceding the recent moratorium, Temu appeared to have discontinued direct shipments from China, instead leveraging pre-existing US-based inventories; this retailer, a subsidiary of the Chinese e-commerce conglomerate Pinduoduo Holdings, has persistently promoted a surfeit of items originating from "local" warehouses, thus vaunting the absence of import duties to American consumers, whilst Shein, headquartered in Singapore, now stipulates in its checkout banner: "Duties are incorporated into the price; no supplementary payments are required upon delivery."
Citing the exacerbating impact of escalating tariffs, tool manufacturing colossus Stanley Black & Decker divulged having already implemented price adjustments in April, with further recalibrations strategically scheduled for the fiscal quarter spanning July to September.
行政總裁唐納德·艾倫·朱尼爾於上月聲明中宣稱:「為捍衛企業營運命脈,並力求將關稅對終端客戶之衝擊降至最低,本公司現正以前所未有之速度調整供應鏈佈局,審慎評估一切可資運用之替代方案。」
寶潔公司,這個消費品產業的巨擘,旗下囊括Crest牙膏、汰漬洗衣精以及Charmin衛生紙等一系列家喻戶曉的品牌,其高層亦坦承,在成本壓力日益嚴峻之下,終究可能不得不將此等額外支出轉嫁至消費者身上。 儘管寶潔上月宣稱,正積極採取多元策略,諸如調整供應鏈佈局以規避關稅壁壘,力圖緩解關稅上漲所帶來的衝擊,然該公司亦不諱言,消費者最早或將於七月便能察覺價格上揚之現象。
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