This is a poll of people who make products in China at scale. Pretty surprising results:pic.twitter.com/bw3ZLV4yJ6
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What is n here? Also, do you think there’s just lag until the costs are passed on?
N = number of survey respondents? N = 24. It's a complicated, dynamic situation, but these are people talking about the tariffs implemented late last year, so I think there's been enough time to see the costs passed on.
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Interesting. Not an enormous number of respondents but certainly enough to get an idea. What do you think the biggest hold up is in trying to pass the costs on? Theoretically you should be able to. Lack of certainty of what the medium term situation will be?
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I saw you say something yesterday about the window having closed for being able to effectively shift production to Vietnam.
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