Impact of Tariffs on Consumer Packaged Goods – Industry Insights
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The Trump Administration has imposed or threatened to impose tariffs of varying sizes on exports from almost all nations around the world. This report provides detailed analysis of the impacts of these tariffs on the global consumer packaged goods sector, and identifies the likely winners and losers.
Tariffs imposed by the US on its largest trading partners will complicate global supply chains, changing which products are more cost competitive for US importers. More broadly, the foreign and domestic policies of the Trump Administration threaten considerable disruption in geopolitical relationships, trade, and the US economy.
Scope
1) Key CPG-relevant sectors impacted by tariffs include Mexican alcoholic beverages, Canadian aluminum and rapeseed oil, and EU wines and packaging/food processing machinery.
2) Brazilian agriculture is likely to be a winner of a US-China trade war.
3) The Trump administration’s impact on global CPG will not only take the form of tariffs
Reasons to Buy
1) Identify the winners and losers created by US tariffs.
2) Understand which sectors are the most exposed to tariffs and how they will be impacted by increased levies.
3) Discover how else the Trump administration may affect world trade.
LVMH
Campari
Diageo
AB InBev
Constellation Brands
Ball Corp
Crown Holdings
Coca Cola
PepsiCo
Amaggi
Amcor
Ocean Treasure
Baiyang Investment Group
Zhanjiang Evergreen Aquatic
GeneSeas
Fider Pescados
Genomar Genetics Brasil
Tilabras
Estee Lauder
SLC Agricola
Bom Futuro
TMG
Terra Santa
Scheffer
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