February 4th, 2025

The Alfa™ Angle – The global firms most impacted by North American tariffs

Written By: Boosted.ai

Tariffs between the United States, Canada and Mexico have all begun kicking off, but with so much news coming from so many sources, it can be hard to keep on top of the shifting narrative coming from multiple parties.

 

We used our agentic AI tool – Alfa™ – to create an automation that showcases the impacts of the tariffs and finds global stocks that might be affected. Here’s the report Alfa™ created, or, the Alfa™ Angle.

 

Brainstormed ideas and global companies impacted by the tariffs

 

Retaliatory Tariffs on U.S. Goods

  • Canadian Prime Minister Justin Trudeau announced a 25% tariff on C$155 billion ($107 billion) worth of U.S. goods, which includes a wide range of products such as American beer, wine, bourbon, fruit juices, clothing, sports equipment, and household appliances. 
  • The tariffs could disrupt the flow of goods across borders, affecting industries such as automotive manufacturing, where parts often cross borders multiple times before a final product is assembled.  
  • Economists have warned that these trade measures could slow global growth and exacerbate inflation, with potential increases in the cost of living for consumers in all involved countries.
  • In addition to tariffs, Canada is considering non-tariff measures related to critical minerals and energy procurement, although specific details have not been disclosed.

General Motors Company

  • 25% tariffs on auto imports from Canada and Mexico are expected to affect their production costs and consumer demand.
  • The company’s financial performance is already showing sensitivity to international market conditions, with recent significant restructuring charges in China and concerns about trade uncertainties, though they maintain strong revenue performance.
  • Their recent achievements in EV profitability and ongoing initiatives demonstrate their substantial manufacturing presence, making them vulnerable to trade policy changes. 
Tesla, Inc.
  • proposals for 100% tariffs on Tesla vehicles into Canada in response to Trump’s tariff threats
  • CFO has expressed concerns about the impact of Trump’s proposed tariffs on profitability due to their reliance on global parts.

Bunge Global SA

  • deals with agricultural products, particularly grains. Operates grain elevators in Canada and their grain plant in Cairo, Illinois. The company’s significant presence in Canada is further demonstrated by their recent $34 billion merger with Viterra, which includes commitments to invest C$520 million over five years in Canadian operations.
 

Tariffs Increase U.S. Consumer Prices

  • will likely result in higher costs for a variety of products, including food and electronics. Economists have warned that these tariffs will act as a tax on foreign imports, with U.S. businesses that import these goods likely to pass the additional costs onto consumers. This is expected to lead to increased prices for groceries, electronics, and other consumer goods.
  • The tariffs are part of a broader economic strategy by the Trump administration, which claims that these measures are necessary to address issues such as illegal immigration and drug trafficking. 

Dollar Tree, Inc.

  • retail company that has significant exposure to imports from China, which makes it vulnerable to potential tariff impacts on its business operations.

Five Below, Inc.

  • retail company that heavily relies on Chinese imports for its merchandise, making it vulnerable to potential tariff impacts under a possible Trump administration, which has led multiple analysts to downgrade the company’s stock due to these concerns. 

Nestlé S.A.

  • significant international operations and investments, particularly evidenced by their $1 billion investment in Mexico to enhance production capabilities and their substantial U.S. manufacturing presence with a new $675 million beverage factory in Arizona. 
 

 

 

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