US President Donald Trump holds an executive order that “unleashed prosperity through deregulation”, which he signed on January 31, 2025 in Washington, DC, in the Oval Office and at the same time spoke to reporters about tariffs against China, Canada and Mexico.
Chip Somodevilla | Getty Images News | Getty pictures
The US stock market was shaken on Monday after President Donald Trump started a possible global trade war. The stocks of companies that extend over the automotive, industrial, retail and beverage industries with international supply chains were particularly hard affected.
Trump beat a 25% tariff on Saturday from Mexico and Canada on Saturday, while adding 10% for imports from China. The President said on Monday that he would pause the Mexican tariffs for the Mexican President Claudia Sheinbaum for a month to immediately send 10,000 soldiers to the border of their country to prevent drug trafficking. Trump also increased his tariff threats for the European Union.
The tariffs could not only increase the costs for the transport of goods across borders, but also disturb the supply chains and the trust of the business chains. Goldman Sachs warned that Trump's recent campaign could cause a sell-out of 5% in US shares due to the hit for company results. Here are some of the most affected industries and stocks:
Car manufacturer
These tariffs could have material effects on the global automotive industry, which is strongly dependent on manufacturing companies across North America.
Detroits big three automobile manufacturers – General MotorsPresent fordAnd Sternantis – Could feel the pain due to disturbed supply chains as a result of tariffs and can be forced to shift the production of foreign factories to the United States.
Car manufacturers are put down
Food and drink
Constellation brandsA large alcohol importer from Mexico leads a sale between alcohol stocks.
Canada has threatened to draw American alcohol from its state -led spirits shelves in response to 25% of Trump's tariffs.
Restaurant chain Chipotle Mexican Grill and avocado company Calavo breeder Could feel the pain from more expensive care because these companies import avocados from Mexico.
Retailer
Sportswear brands Nike And Mul
Lulhemmon Could be susceptible to Trump's tariffs due to their strong dependence on Chinese imports, including fabrics. Her considerable business in China could also be violated by the negative feeling of the trade war.
Discount retailer like Five below Could be among the most affected companies, since imports from China usually make up a significant part of their sales. Dollar General The shares initially sold to tariff messages, but ended in the green on Monday. Dollar General provided his direct import percentage to 4%in 2023. Another victim could be Canada gooseA luxury cladding based in Canada.
Railways
The tariffs could damage railway operators, since serious duties could slow down the flow of goods that are transported to the USA and impair their income and profits.
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Union Pacific
Union Pacific Corporation Moves freight and from the Atlantic coast, the Pacific coast, the southeast, southwest, Canada and Mexico. Norfolk Southern And Canadian Pacific Kansas City are also exposed to the tariffs.
Chinese e-commerce
Trump's tariffs also aimed at a trade determination that contributed to firing the explosive growth of budget -online dealers, including Temu. The orders against China, Canada and Mexico stop a trade exemption that is referred to as “de minimis” and enables exporters to send packages worth less than $ 800 to the US Duty-Free.
Temu and Alibabas Aliexpress in PDD Holdings can no longer use the gap to sell cheap clothing, household items and electronics.
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PDD stocks
Clarification: This story has been updated to clarify that Dollar General put his direct import percentage to 4% in 2023.