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Why Companies Are Quietly Laughing Off Tariffs—And What That Means for Your Portfolio

Why Companies Are Quietly Laughing Off Tariffs—And What That Means for Your Portfolio

Here is a closer look at how four companies have responded in recent disclosures, each representing a distinct strategy for navigating the tariff-induced volatility.

Steve Madden

Footwear and fashion brand Steve Madden opted for clarity through withdrawal. In a Form 8-K issued on May 7, the company bluntly stated it was withdrawing its 2025 financial guidance “due to macroeconomic uncertainty related to the impact of new tariffs on goods imported into the United States.”

Simple enough. The shoemaker’s purposeful retreat underscores the unpredictability currently looming over global supply chains and consumer markets.

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