New U.S. tariffs threaten European luxury brands, creating winners and losers as companies scramble to protect profits. Could Hermes survive?
New U.S. tariffs threaten European luxury brands, creating winners and losers as companies scramble to protect profits. Could Hermes survive?

Wake Me When You Need Me... To Shop!

Chief here. I've faced down the Covenant the Flood and now... tariffs? Seems like everyone's got a problem these days. Apparently these 'luxury brands' are in a bit of a pickle thanks to some new duties on imported goods in the U.S. They were counting on those 'well heeled American consumers' – sounds like the kind of folks who'd buy a gold plated Needler.

Passing the Buck... Or the Boots!

Analysts are saying these companies will likely jack up prices in the U.S. to cover the costs. So basically the consumer gets hammered like a Grunt in a Warthog collision. 'High single digit percentage price increases,' they say. I’ve seen smaller numbers wipe out entire civilizations.

The Usual Suspects: Losers Edition

Citi's pointing fingers at Birkenstock (sandals for Elites?) Brunello Cucinelli (whatever that is) and Pandora (jewelry? For Cortana maybe?). Pandora's already taking a beating down 11%! Looks like they need a Pelican stat! Swiss watchmakers are also sweating. You know what they say time waits for no one...except when there's a tariff.

Thailand: The Final Countdown

Pandora's in deep trouble with a 37% tariff on goods from Thailand. That's way higher than they planned for. Seems like someone needs to call in an airstrike...or maybe just a really good accountant. Their potential impact? A measly $176.6 million. I’ve lost more than that in plasma grenades.

Winners? There Are Always Winners...

But don't worry folks there are winners too! Companies like Moncler Burberry and LVMH are apparently dodging the plasma fire. And then there's Hermes – the company with 'strong pricing power.' Translation: they can charge whatever they want and people will pay it. Sounds like the UNSC am I right?

Stick Together Team

So what's the takeaway? Luxury brands are in a fight and the consumers are the ones taking the friendly fire. As for me I'll stick to my armor. It's durable stylish and tariff free. Chief out. I need a weapon...and maybe a new pair of boots. These are getting scuffed.


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