Browsing: Tariff

Rockwell Automation (ROK) stock fell 13% today after its fiscal fourth-quarter sales missed Wall Street’s estimates. But the miss is money Rockwell chose to hand back to its customers.

Tariffs are no longer just a procurement problem. For private equity-backed companies, they can quickly affect EBITDA, cash flow, covenants, valuation, and financial reporting.

Paying consumers back for the tariff costs they bore in their purchases is a complex challenge. But experts say something is better than nothing.

Lovesac posts tariff-boosted Q2 profit, raises cash to $68.8M and reiterates full-year FY27 profit and Adjusted EBITDA guidance.

SC Marketing US Inc. registered with Ballard Partners LLC to lobby on tariff and trade issues for the first time. SC Marketing US Inc. has zero active lobbyists. Ballard Partners assigned Brian Ballard, its President, and Hunter Morgen, a Partner, to represent the client.

Billions have been paid out in tariff refunds, with the impact showing up prominently in public companies’ earnings calls and financial statements.

Walmart revealed it had 11,000 rollbacks in prices in the second quarter, up from 7,200 rollbacks at the end of the first quarter.