When Tariffs Bite: Why Rising Import Costs Could Be the Hidden Drag on U.S. Corporate Margins

For years, tariffs were something most corporate strategists only thought about during election cycles or global trade disputes. But now, they’re back in a big way—and this time, they’re quietly eating into margins from the bottom up. Companies like Nike and Conagra Brands have recently warned investors that tariffs could meaningfully impact profits in the coming quarters. It’s not just…