Adam Cochran (adamscochran.eth)
Adam Cochran (adamscochran.eth)|May 05, 2025 20:21
So we're at, at least a dozen companies in the S&P100 saying they have no forward guidance due to tariffs. And that guidance is related to the Summer quarter, which is when companies (especially ones like Mattel) start building out their inventory for the Christmas sales quarter. Being unable to price your inventory and supply lines during the stocking season could leave a lot of empty shelves come Christmas even if the tariff issues were resolved by then.
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