Looking ahead to 2025, several companies are already alerting investors about potential headwinds from anticipated policy changes.

Manufacturers with significant exposure to international trade, such as Stanley Black & Decker (SWK) and e.l.f. Beauty (ELF), could face particular pressure if more aggressive tariffs are implemented.

As I’m sure you know, Stanley Black & Decker provides hand tools, power tools, and outdoor products under the Dewalt, Craftsman, and Black + Decker brand names.

On November 12th, an article in the Wall Street Journal titled “Stanley Black & Decker Warns of Lower Profits, Higher Prices, Due to Expected Tariff Increases” offered a forward look at the possible impact of the 2025 tariffs.

SWK is already preparing to address these expected tariff increases.

To mitigate the impact of the tariff hikes, they said that they’re “preparing to discuss potential price increases with its customers,” and that’s never something that Wall Street wants to hear.

e.l.f. Beauty (ELF) is another company that could be under pressure.

They sell cosmetic and skin care products under the e.l.f. Cosmetics, e.l.f. Skin, Well People, Naturium, and Keys Soulcare brand names – and nearly 80% of their products are imported from China.

YOUR ACTION PLAN

Trump has promised to implement tariffs at levels unseen since the Great Depression – which could have major implications on certain companies. Knowing exactly which names could get impacted – and having a trading plan for those names ahead of time – could lead to winning trade ideas headed into 2025.

As always, this will be exactly what we’re preparing for inside The War Room.

To watch these trades unfold in real time, you’re invited to explore our elite trading community.

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