- Consumer-facing brands from Traeger to Yeti are addressing the election of Donald Trump.
- On earnings calls, executives said they’re adjusting their businesses in anticipation of tariffs.
- From shuffling sourcing strategies to passing along anticipated costs, here’s what they’re saying.
Businesses aren’t just bracing for change under a second Donald Trump presidency — they’re already announcing actions.
Executives at companies from Warby Parker to Traeger to Yeti say they’re adjusting their businesses in consideration of some of Trump’s campaign promises.
Discussion of tariffs on earnings calls is reaching its highest levels since 2020, according to data from the market-intelligence platform AlphaSense. This week alone, the topic was mentioned in calls with nearly 300 companies around the world and across a wide variety of industries.
Here is an overview of how some household names are shaking up their businesses, from shuffling sourcing strategies to passing along anticipated cost increases to customers.