2 ms·

Q1 is waay too early for any of these things to manifest. it's easy not to buy a tesla. it's much harder to move your company from one supplier to another.

• rsynnott 2y ago
  Q1 may start to show some effects, especially for the likes of Tesla who rely ~entirely on sales of big-ticket items to consumers (though I think Tesla's a special case here in any case; Musk's recent misbehaviour would be hurting it even outside the context of an incipient trade war). There aren't actually many US companies in that space with a big European market, though. Apple, maybe, but even then a lot of their sales would be non-consumer. As you say, big effects for most companies, if they come, will come later.
• mixedbit 2y ago
  But for consumer products, like Nike shoes, it is easy not to buy and there are many alternatives.