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S Illinois | You’re also glossing over the fact that their margin is not simply what it costs to get it on the boat in the first place, their landed cost now includes tariffs which decreases their margin. Yes it cost them 80 to manufacture before and could sell for 100 landed, but 20% tariffs mean their new landed cost is 120. So they can cut into their previous good margin and price their product on the boat at 84 but they still have the 20% tariffs. So there is no downward price pressure on consumers final price.
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