The Modern Retail Podcast
Rundown: 'Liberation Day' brings a week of tariffs chaos, a TikTok check-in, and LesserEvil sells to Hershey
Apr 5, 2025
This week, the podcast dives into the chaos unleashed by new tariffs dubbed 'Liberation Day,' with major retail companies feeling the pinch. The hosts discuss the uncertainty surrounding TikTok's future and the battle among brands vying for its acquisition. The conversation also covers Hershey's bold $750 million move to buy the healthier popcorn brand LesserEvil. Listeners will get insights into the shifting landscape of food and beverage M&A and the impact of strategic acquisitions on innovation in the industry.
26:18
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Quick takeaways
- The recent announcement of high tariffs on imports has forced retailers to reconsider their sourcing strategies and supply chains.
- Hershey's acquisition of LesserEvil for $750 million highlights the increasing consolidation trend in the health-focused snack market.
Deep dives
Impact of New Tariffs on Retail
Recent announcements of sweeping new tariffs have left many retailers in a state of confusion and concern, as the percentages are higher than expected. Imports from countries such as Vietnam and China are facing significant tariffs, with rates soaring to 46% and 54%, respectively. This sudden shift in trade policy has sent shockwaves through the stock market, with companies like Nike and Decker's seeing drastic drops in share prices. The uncertainty created by these tariffs is prompting retailers to rethink their sourcing strategies and consider domestic manufacturing options, causing a critical reevaluation of supply chains across the industry.
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