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Latest Financial Results for Samsung and LG Show Impact of Trade Troubles

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Samsung and LG released preliminary financial results

Two major South Korean tech behemoths, Samsung Electronics and LG Electronics, have released preliminary reports on their financial results for the second quarter of fiscal 2025, and these results paint a troubling portrait of a changing trade environment where declining profits and softening consumer demand foretell a challenging road ahead. Both companies reported modest revenue declines and more dramatic operating profit declines as each scrambles to adjust operations for a challenging business environment.

Read all about the strong headwinds buffeting Samsung and LG

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Tariffs: New Business Survey Shows Companies are Already Feeling the Pain

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Tariffs are disrupting international trade as shown by this ship

A new survey of U.S. companies by KPMG reports that they are already feeling the pain of the Administration’s new tariff program, which is still under negotiation with countries around the world. Even at current levels, U.S. businesses have been impacted, reporting they are experiencing declining gross margins…will be forced to further raise prices…are already being impacted by consumer pushback…have suffered sales declines from retaliatory tariff increases in other countries, and more.

Overall, it’s a pretty sobering look at the impact of tariffs on companies now, and a scary foretelling of what they anticipate in a darkened future.

See more on this eye-opening KPMG study on the impact of tariffs

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T-Day+1: Tariffs…And So It Begins…

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**NEW Update 7/11/25** – See Updated Tariff Programs from Around the Industry

**7/11/25 – New program adjustments. See below** The reality is beginning to set in. Most industry manufacturers have updated their pricing with tariff-driven price increases…some as high as 50+%. Two weeks ago, on a day I call T-Day (for tariff day), the Trump Administration announced a new “reciprocal” tariff program on America’s top 100 trading partners that is bigger and more impactful than anything he ever toyed with during his first term. Even though most of that plan has been put on a 90-day hold (except for China), anywhere from 10%…to 10%+20% is now implemented. The impact of that is starting to hit economies around the world.

And the reality and impact of that is also beginning to hit individual businesses and consumers.

See more on the inflection point of the tariff program now beginning…

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China March Exports & Q1 GDP Blow Away Forecasts as Exporters Rush to Beat Tariffs

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Ship being loaded in China
[Image: Reuters]

According to the latest Chinese customs data, outbound shipments in March increased by 12.4% year-over-year (YoY) far exceeding all previous estimates. In addition to that, first quarter GDP lept 5.4% in China, a huge increase over recent historical moves. It appears that exporters are seeking to beat the newly aggressive U.S. tariff policy by front-loading their needs.

See more on China’s massive uptick in exports in March

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