Why it’s on the map
The 'tariffs help US-made appliances' poster child now faces 50% steel inputs PLUS Canada's 25% counter-tariff on US-made appliances (Sept 8) — losing on both sides. Ongoing EPS -$0.21 in Q2; 1.8% ongoing EBIT margin; -50% YoY.
Government money & contracts
None.
Customers & commercial
Retail.
Catalysts
Q3.
Risk
Both sides of the border.
Tariff durability
Structural loser.