Retail, one of the sectors worst slam today on tough talk from President Trump on China tariffs. The XRT ETF posting its worst day since May, worst week of the year. Some of the hardest hit names, Five Below, Estee Lauder, Best Buy, and Capri.Let's bring in Oenheimer senior analyst Brian Nagel. And Brian, you you had been saying tariff driven price hikes were moderating. How much of a concern is this uh latest dust up.>> Well, good afternoon. Now, that's interesting. So, you're referring to uh just this mor ...

Core Viewpoint - Nestle is facing rising commodity prices, particularly for coffee and cocoa, which may lead to further price increases for its products in the second half of the year [1][3]. Group 1: Pricing Actions and Sales Performance - CEO Laurent Freixe indicated that while the company has already implemented broad price hikes in the first half of the year, additional pricing actions may be necessary [2][5]. - Nestle reported a 2.9% organic sales growth in the first half of the year, slightly exceeding analysts' expectations of 2.8%, driven by a 2.7% increase in prices [3][4]. - Total reported sales for the period declined by 1.8% to 44.2 billion Swiss francs ($55.7 billion), which was slightly below analyst expectations of 44.6 billion Swiss francs [4]. Group 2: Financial Outlook and Challenges - CFO Anna Manz noted that the company faced challenges from currency fluctuations and minimal early impacts from U.S. tariffs in the first half, but expects these headwinds to worsen in the second half [5]. - The company anticipates that second half margins will be significantly lower than in the first half, as price increases will not fully offset rising input costs, tariffs, and foreign exchange impacts [5]. - Despite these challenges, Nestle maintained its guidance for organic sales growth to improve in 2025 compared to 2024, aiming for an underlying trading operating profit margin of 16% or above [5].

Nestle sales rose, fueled by price hikes that helped offset sluggish volumes https://t.co/ArpJMWAZ2S ...