In This Article:
Citi vice president of US Beverages and HPC Lead Analyst Filippo Falorni joins Catalysts to examine the potential consequences of President Trump's proposed tariffs on companies and consumers.
Falorni highlights that tariffs have been "a very important debate" since Trump's election, identifying alcohol makers Constellation Brands (STZ) and (BF-B, BF-A) (BF-B) as the beverage industry players most likely to be severely impacted when Canadian and Mexican tariffs are implemented on February 1.
Discussing the broader consumer goods landscape, the US is "coming off 2 to 3 years of very elevated prices," but Falornia expects companies will still "pass at least a portion of the tariffs" to consumers. He draws parallels to the approach taken during the first Trump presidency.
To watch more expert insights and analysis on the latest market action, check out more Catalysts here.
This post was written by Angel Smith
