As Trump raises skepticism on China's trade practices and promotes isolationist investment, Walmart should rethink its strategy away from reliance on low labor and manufacturing costs found in China, potentially to invest in its loyal customer base – the everyday American family.
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Wal-Mart plays nice on U.S. trade issues but without meaningful changes yet.
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Amazon has lately put heavy resources in Mexico, aiming to open a 1 million square-foot mega-warehouse near Mexico City to gain market share and reinforce its supply chain in North America. However, the political tension between the U.S and Mexico, fueled by President Trump's threat to cancel NAFTA, casts serious doubt on this strategy.
Toyota's RAV4 is one of America's best selling cars. Can it stay on top with a Japanese supply chain and Canadian assembly plant?
An industry that has historically relied on operating leverage to generate profits now finds itself struggling to plan production amidst the uncertainty caused by competing protectionist policies.
Constellation Brands produces some of the most famous Mexican beers in the world. Its Mexican beer portfolio, comprised of Corona, Pacifico, and Modelo, brings in the lion’s share of revenue for the $42.5B market cap business and is produced and packaged within Mexico. Under the Trump administration, the United States faces major changes to terms of trade with other countries. What do potential border tariffs and NAFTA renegotiations mean for Constellation, a U.S.-based conglomerate with a Mexican-based supply chain that brings in 52.6% of the company’s revenue?
The US auto industry is bracing for changes in trade policy that will ripple through North-American supply chains, affecting both the wallets of domestic consumers and the future of company employees.
