Tariffs linger over earnings, even as companies get used to them

Core Insights - Many U.S. companies are attempting to reassure investors that tariffs are "manageable" [1] - Early comments from the earnings season indicate that profit margins may be at risk as consumers are resistant to higher prices [1] Company Responses - Companies are actively communicating with investors to mitigate concerns regarding the impact of tariffs [1] - The focus is on maintaining investor confidence despite potential challenges posed by increased costs [1] Industry Implications - The overall industry sentiment suggests that profit margins could be pressured due to consumer pushback against price increases [1] - This situation may lead to a reevaluation of pricing strategies across various sectors [1]