Group 1 - The report highlights the evolving framework of the US tariff policy post the "8.1 deadline," categorizing countries into three tiers based on their agreements with the US, with tariffs ranging from 10% to 20% [2][12][13] - The average effective tariff in the US has increased significantly from 2.3% to 8.75% as of May 2025, indicating a trend of rising tariffs across various sectors [3][18][19] - Key industries affected by the tariff changes include automotive, aerospace, and pharmaceuticals, which have reported substantial financial impacts due to the tariffs [31][36] Group 2 - The report indicates that US companies are primarily responding to tariffs through passive measures, such as withdrawing or cutting guidance, with 69 companies in the US taking such actions [31][33] - In contrast, companies in Europe, the Middle East, and Africa are more likely to take proactive measures, such as price hikes, with 64 companies in that region responding in this manner [32][34] - The consumer goods sector has seen the highest frequency of price increases, particularly in footwear and apparel, with notable price adjustments reported by major retailers [43][44]