The global trade war is unfolding on many fronts, and one of the biggest developments is rolling out this week. The United States has essentially ended the de minimis rule that previously allowed small shipments withMarkets rise and fall, booms come and go, and the world keeps ticking. Ultimately, I believe observing megatrends, as difficult as they can be to spot, let alone fully comprehend, can yield insights into the advance of human society, which in turn could pave the way for many useful investment in ...

Core Viewpoint - Moncler is implementing slight price increases to mitigate the impact of U.S. tariffs, but broader economic weakness may lead to delays in new store openings planned for next year [1][5]. Pricing Strategy - The company has raised prices by mid-single-digit percentages for the second half of 2025 and plans further increases for the first half of next year, pending clarity on U.S. tariffs for 2026 [2][4]. - Moncler typically finalizes its pricing strategy for Winter 2026 by October, indicating that it is still early in the planning process [3]. Sales Performance - Moncler reported a 1% year-on-year decline in group revenues to 396.6 million euros ($536.7 million) for the second quarter, falling short of analyst expectations [6]. - The U.S. market, which constitutes 14% of Moncler’s sales, saw a 5% sales increase, although it is uncertain if this was due to preemptive buying ahead of tariff increases [7]. Market Dynamics - Sales in Asia, Moncler's largest market, remained flat, while Europe, the Middle East, and Africa experienced an 8% decline, attributed to currency rebalancing and reduced tourist spending [8]. - The company is maintaining flexibility regarding its plans for approximately a dozen new store openings in 2026, which will be influenced by macroeconomic conditions and the recovery of the luxury sector [5].

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