蘑菇AV

The big challenge: President Trump鈥檚 tariffs on China and Mexico鈥攚here Best Buy sources about 55% and 20% of its products, respectively鈥攁re set to drive up costs, forcing the retailer to raise prices for consumers. With roughly six weeks of supply on hand at any given time, Best Buy expects the impact of pricing changes to hit in the second through fourth quarters of the fiscal year.

The president鈥檚 latest promise to go through with Mexico and Canada tariffs, slap an additional 10% levy on Chinese imports, and introduce reciprocal tariffs in April will only heighten the unpredictability companies face.

The company doesn鈥檛 source from Canada and has 鈥渕inimal鈥� imports from Mexico. Mattel has also spent recent years broadening its supply chain. It now sources products from seven countries and expects China to represent less than 40% of its global toy production this year, with Mexico accounting for less than 10%.

Our expanded retail and ecommerce forecast coverage now includes country-level breakouts for 66 nations around the world. North America, China, and Western Europe continue to drive global outcomes, but a total of 53 countries will have at least $1 billion in ecommerce sales.

Brazil and Mexico will drive Mercado Libre鈥檚 impressive growth. Combined, the countries will account for 82.1% of the company鈥檚 regional advertising business but 72.6% of its ecommerce channel, per our estimates.

Trump鈥檚 first days in office exacerbate uncertainty over tariff plans: While Mexico and Canada are firmly in the administration鈥檚 sights, other tariffs are up in the air.

Trump risks trade war with planned 25% tariffs on imports from Mexico and Canada: Besides triggering retaliatory policies, the move would also lead to higher grocery, energy, and auto prices.