Ryan Petersen
speaker
290 appearances
2 recordings
1 series
first heard Nov 2025
last heard 6 Aug
Ryan Petersen’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 2 in all, peaking in Aug 2026 with 1.
Appearances
It gives you, I guess, a fair amount of clarity.
And by the way, it now shows you that being paralyzed before was the right answer.
Because if you did move your production to India, then all of a sudden your your tariffs are higher than if you would have kept it in in China.
So um people are still in a bit of a wait and see mode, maybe more than more than before.
And a lot there's probably some degree of regret of people who acted coo too quickly who are now going, I know you know, I've met at least a couple of companies who sh started shifting manufacturing.
to Indonesia and Vietnam and are now saying, wait, uh China it's not worth it.
China's got lower duty rates.
The brands that we work with largely did pass through some degree of price increase.
Um remember that the tariffs, although high, are only on the wholesale cost and and people tend to mark brands tend to mark their wholesale cost up three to five times by the time a consumer's buying it.
So a twenty percent duty
You know, it's it's really divide that by by three or by five in terms of what the price increase will be.
And you have seen that in the e-com world in particular.
So you you have seen some some degree of price increases coming through.
Brands are always very reluctant to increase price because they they don't know what's gonna happen to their demand and and can't afford to shrink.
You're also seeing a real goods.
recession right now.
Um
And the c economy's not in recession.
I probably because of services, data, AI, data center build outs.
There's a lot of incredible amount of stuff happening in the energy sector to to to meet the demand for that.
Showing 161–180 of 290 · page 9 of 15
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