Group 1 - European retailers and consumer brands are shifting focus from the US to Europe and other markets due to anticipated price increases from US tariff policies, which are expected to depress consumer demand in the US [1] - Zalando, a German online fashion retailer, is actively expanding its European market presence and engaging with potential new customers [1][2] - Hugo Boss, a German high-end clothing brand, has moved its products manufactured in China to markets outside the US, citing a significant deterioration in US consumer spending due to economic uncertainty [4][6] Group 2 - Adidas, a German sportswear manufacturer, reported strong growth in Q1 but noted that uncertainty from US tariff policies is directly impacting company decisions [8] - The CEO of Adidas indicated that in a "normal world," the company could have raised its full-year revenue and operating profit forecasts, but current tariff uncertainties prevent such actions [10] - Market analysts believe that the direction of US trade policies remains unclear, posing significant external risks for global manufacturing companies [10]
受美关税影响 多家德国零售商将重心从美国转向欧洲市场
Sou Hu Cai Jing·2025-05-06 21:55