Feb. 19 at 2:01 AM
$CPB $CAG $KHC $GIS
85% chance of tariff exemptions for steel/aluminum for specific "de minimis" (tiny amount of steel) like the tinplate in a soup can, Should be exempt. This would remove the 50% steel can tax without affecting the actual protection of steel beams. Currently affecting all the companies listed, especially
$CPB, I have posted much more on that board about this topic. They could go from 750m in 2026 earnings guidance back to 900m+ literally overnight , then possible refunds on the 300m already paid on these tariffs. These numbers are shocking