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Several enterprises appear as tariff winners’ star-news.press/wp

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While most of the attention was focused on beating shares on Thursday, a few who escaped intact. After all, tariffs have an unequal effect, hitting some companies as hard as others.

Economics of Bentley University Dave Gulley He said that the “winner” in the tariff war could be a relative term and to reduce the fewer the companies the least affected.

“Communal companies are usually good defensive performances, especially those in which energy demand for data centers is strong,” Gulley said.

It also adds that large discount sellers are like Walmart (Wmt-2,91%)They tend to be fine in a slow economy and have enough purchases to be able to compensate for some of the imposed tariffs.

“And grocery store, especially greater, can have somewhat less tariff exposure. Kroger (Kr+ 4.53%) Maybe a good example is here, “Gulley said. (He noted that he did not recommend supplies, but commenting on which sectors can do the best.)

Health care

The winners in healthcare were Drug distributors and insurers, which are mainly based on the US. Cencora and McKessonTwo primary drug distributors were on Thursday, CenCora (Cor+ 4.04%) by 3% and McKesson (McK+ 4.39%) by 3.2%. Health insurance giant UnitedHealth Group was up 3%, while HCA Healthcare Inc. (HCA+ 0.79%)The largest native hospital chain was worse .63%

Stores and supermarkets

Kroger rose by 5 percent, because the shareholders landed tariffs. Royal Ahold Delhaizewhich possesses Hannaford’s, the largest chain of grocery store in Maine, increased by 3 percent. Albertson (ACI+ 1.87%) He was over 2 percent on Thursday.

Utilities

Duke (All+ 2.97%)Which has increased 3 percent on Thursday, and the other in the sector grown with expectations of more consumer consumption as businesses focus on the US Southern Company (So+ 1,66%)The utility company based in Atlanta, amounted to 2 percent.

Mobile phones

Mobile networks today have generally refused bad tariff news. Verizon (VZ+ 2.00%) was 2 percent while T-Mobile (TM+ 1.61%) climbed by 1.2 percent.

But Ram Ganeshhan, Professor of Supply Chain in Raymond A. Masonic Business School at William & Mary College says that any bounce could be skipped today.

“Companies with primarily indicated supply chains could benefit. However, examples of large domestic producers like Tesla (Tsla-5.86%) – They still rely on imported parts and rare earth metals – show how difficult it is to act completely in the country, “Ganeshhan said, adding that, in the end, all the company would feel the influence.

“Finally, there’s nothing to hide anywhere,” says Ganeshhan.

2025-04-03 20:54:00

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