The goods facing higher prices from Donald Trump's US tariffs

Given the expected increase in costs for canned items, beverages, and cars, companies like Coca-Cola (KO) and Ford (F) could experience pricing pressures that may impact their profitability if they cannot pass on costs fully. Higher prices may also suppress consumer demand in certain sectors. The construction industry will likely face increased costs which could affect home affordability and housing demand.

The higher tariffs on steel and aluminum are expected to add costs to the automobile production process. Ford (F) is directly impacted and may face diminished profit margins or increased vehicle prices, which could slow down sales in an already struggling auto market. A potential price increase of $3,000 on vehicles may further limit consumer purchasing power.

Whirlpool Corporation (WHR) is likely to face significant increases in cost structure due to rising steel prices, following previous instances where steel tariffs resulted in substantial cost hikes. If these costs cannot be absorbed, it may lead to either increased retail prices or decreased sales volumes.