US consumers and tariffs: Finding clarity in the confusion
Many business leaders wonder if tariffs will affect US consumer spending. Bain’s perspective is not directly, but possibly indirectly. Tariffs function as a tax; who bears the cost depends on leverage. Unlike during the Covid-19 pandemic, where supply shortages allowed costs to flow through easily, today some additional expenses may remain with manufacturers rather than reaching consumers.
Source: https://www.bain.com/insights/tariffs-and-the-us-consumer-where-to-focus-amid-the-noise/
