Overview

• Walmart and Procter & Gamble plan to raise prices on groceries, household goods and diapers starting in late May to offset 10–30% import duties.
• Mattel paused its financial guidance after warning of toy price hikes and drew a Trump threat of a 100% tariff that could bar its products from U.S. shelves.
• Adidas has confirmed forthcoming price increases in the U.S. due to trade-policy uncertainty, and Nike will implement its own apparel and footwear price adjustments on June 1.
• Automakers Ford and Subaru signaled midyear sticker price hikes, with Ford’s CFO projecting up to a 1.5% rise in U.S. car prices in the second half of 2025.
• The Trump administration maintains that consumers will not bear tariff costs even as companies pass them through to shoppers and uncertainty grows over proposed levies on EU imports.