摘要：许多零售和制造商已发出警告，称不会像特朗普所说的那样自己“吃掉”这些进口关税带来的额外成本。这意味着从食品杂货、服装到玩具和汽车，所有商品都可能让美国人掏更多腰包。

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沃尔玛在德克萨斯州首府奥斯汀的商场

据美国有线新闻2025年5月24日的最新报道，唐纳德·特朗普总统的全面关税政策让许多美国人感到猝不及防，因而宣布涨价著名公司名单同样令人担忧。

特朗普实施的关税包括对大多数进口商品征收10%的基准关税，对大多数中国商品征收30%的关税，对钢铁和铝等部分商品面临更高的关税。

许多零售和制造商已发出警告，称不会像特朗普所说的那样自己“吃掉”这些进口关税带来的额外成本。这意味着从食品杂货、服装到玩具和汽车，所有商品都可能让美国人掏更多腰包。

沃尔玛是最新一批表示将因特朗普关税“过高”而很快提高商品售价的大型零售商之一。其他暗示可能很快涨价的著名零售商和制造业还有福特和百思买等。

一、沃尔玛

沃尔玛4月15日表示，将因特朗普关税“过高”而涨价，尤其是中国制造的产品。

沃尔玛首席执行官道格拉斯·麦克米伦在财报电话会议上表示：“我们会尽力将价格保持在最低水平。但鉴于关税幅度之大，即使是本周宣布（对中国关税）的下调后税率，鉴于零售利润率微薄的现实，我们仍无法承受所有压力。”

该公司首席财务官约翰·大卫·雷尼表示，沃尔玛的价格调整可能在5月底生效，6月的价格将“大幅”上涨。

二、美泰

5月6日，玩具制造巨头美泰表示将因关税涨价。首席执行官伊农·克雷兹告诉投资者：“在我们面对的当前关税情景下”，预计40%至50%的产品价格将保持在20美元或更低。但他主张对全球玩具和游戏采取零关税政策。

特朗普威胁美泰称，他将“对其玩具征收100%的关税，让其在美国一件玩具都卖不出去，而美国是他们最大的市场。”

三、百思买

电子产品零售商百思买在3月的财报电话会议上警告称：“我们所有品类的供应商都会将一定程度的关税成本转嫁给零售商，这极有可能导致美国消费者价格上涨。”

虽然特朗普宣布对面部分电子元件和设备暂时免征关税，但他也表示免税措施不会永远持续下去。例如，任天堂因关税担忧推迟了Switch 2视频游戏机的预购日期。该公司后来表示，游戏机的定价不会偏离最初的450美元，但配件“将因市场条件变化，从4月2日起进行价格调整”。该公司指出，任何产品都可能因“市场条件”出现类似情况。

与此同时，PlayStation制造商索尼的首席财务官林涛在财报电话会议上表示：“我们可能会转嫁价格成本”。

位于广东肇庆的希音物流中心

四、中国电商希音和特姆

总部新加坡的中国零售商希音和百度旗下的特姆（Temu）曾因“最低限额”豁免政策基本被免征关税，该政策对价值低于800美元的小额货物免予征税。但特朗普签署的行政命令取消了这一豁免。

Temu在一份公告中写道：“由于近期全球贸易规则和关税的变化，我们的运营成本上升。为了在不影响质量的前提下继续提供你喜爱的产品，我们将从2025年4月25日起进行价格调整。”希音也发布了类似声明。

两家公司均已对部分产品涨价。例如，CNN查看的Temu平台上两款露台椅4月24日的标价61.72美元，次日调价后的标价为70.17美元。在希音平台，CNN注意到一套泳衣原价4.39美元，次日涨至8.39美元，涨幅达91%。

五、福特和斯巴鲁

进口汽车被征收25%的关税，大多数汽车零部件也面临类似税率，尽管部分车企目前可申请部分退税。

福特首席财务官雪莉·豪斯表示，由于关税，预计2025年下半年美国汽车价格最高将上涨1.5%。

随着消费者在特朗普的关税政策实施前抢购汽车，该公司将“员工价”优惠延长至7月。

日本汽车制造商斯巴鲁也表示，将以“当前市场条件”为由提高美国售价，以“抵消成本上涨”，但未说明具体涨价幅度。

斯巴鲁美国发言人在一份声明中表示：“这些调整是为了抵消成本上涨，同时为客户保持可靠的价值主张，斯巴鲁的定价不基于产品的原产国。”

美国汽车制造和零售商福特的零售车场

六、宝洁和史丹利百得

*拥有帮宝适、汰渍和Charmin等品牌的家居产品制造商宝洁在4月24日的财报电话会议上表示，将考虑在部分品类和市场涨价。

同日，首席执行官乔恩·莫勒告诉CNBC，消费者“很可能”面临涨价，因为“关税本质上会引发通胀”。

4月，拥有电动工具品牌的史丹利百得因关税平均涨价了近10%，今年晚些时候还将进行新一轮涨价。

七、阿迪达斯

阿迪达斯表示，由于特朗普反复调整的关税政策，其在美国市场的产品面临成本上涨。

阿迪达斯首席执行官比约恩·古尔登在4月29日的财报中表示：“鉴于美国与不同出口国谈判的不确定性，我们不知道最终关税会是什么样。”

他补充说：“关税上涨导致的成本增加最终将导致价格上涨。”

These companies will raise prices because of Trump’s tariffs. By Auzinea Bacon, CNN. Sat May 24, 2025

President Donald Trump’s sweeping tariffs have given many Americans whiplash. The list of companies announcing price changes as a result is equally daunting.

Among the levies Trump has imposedis a 10% baseline tariff for most imports and a 30% tariff on most Chinese goods. Some goods, such as steel and aluminum, face higher rates.

Many retailers have issued warnings that they won’t, as Trump has suggested, “eat” the additional costs caused by those import taxes. That means anything from groceries and clothing to toys and cars could cost Americans more.

Walmart is one of the latest major retailers to say it would sell more expensive goods soon because Trump’s tariffs are “too high.”Other retailers suggesting they could hike prices soon include Ford, Best Buy and others.

Here are some of the companies that could raise prices on everyday items – whether or not companies are directly blaming Trump’s tariffs.

Walmart

Walmart said on April 15 it would increase prices because Trump’s tariffs were “too high,” particularly when it came to products made in China.

“We will do our best to keep our prices as low as possible. But given the magnitude of the tariffs, even at the reduced levels announced this week, we aren’t able to absorb all the pressure given the reality of narrow retail margins,” Walmart CEO Douglas McMillon said in an earnings call.

Price changes at Walmart will likely take effect by the end of Mayand prices will increase “much more” in June, the company’s chief financial officer John David Rainey, told CNBC.

Mattel

On May 6, toy manufacturing giant Mattel said that it would raise prices due to tariffs. Chief Executive Ynon Kreiz told investors that “under the current scenarios we are considering” in response to tariffs, he expects 40% to 50% of its products to remain priced at $20 or less. However, he also advocated for zero tariffs on toys and games around the world.

Trump threatened Mattel, saying he would “put a 100% tariff on his toys, and he won’t sell one toy in the United States, and that’s their biggest market.”

Best Buy

Electronics retailerBest Buy warned during a March earnings call that “vendors across our entire assortment will pass along some level of tariff costs to retailers, making price increases for American consumers highly likely.”

Some electronic components and devices are temporarily exempt from Trump’s tariffs. That won’t last forever.

Nintendo, for instance, delayed the pre-order date for its Switch 2 video game consolebecause of concerns regarding tariffs. The company later said pricing for the console won’t change from the initial $450, but the accessories “will experience price adjustments from those announced on April 2 due to changes in market conditions.” The same could happen to any product because of “market conditions,” the company noted.

Meanwhile, Lin Tao, CFO of PlayStation maker Sony, said “we may pass on the price” during an earnings call.

Shein and Temu

Chinese retailers Shein and Temu were once largely exempt from tariffs because of the “de minimis” exemption, which spared shipments of goods worth less than $800. But Trump signed an executive order getting rid of the exemption.

“Due to recent changes in global trade rules and tariffs, our operating expenses have gone up. To keep offering the products you love without compromising on quality, we will be making price adjustment starting April 25, 2025,” Temuwrote in a notice similar to an announcement Shein made.

Both companies have since raised prices on some products. For instance, two patio chairs listed on Temu and reviewed by CNN had a $61.72 price tag on April 24. The next day, when the pricing changes took effect, they were listed at $70.17. On Shein, CNN noted a bathing suit set cost $4.39. The next day, it cost $8.39, a 91% increase.

Ford and Subaru

Imported cars were hit with a 25% tariff and most auto parts face a similar duty, although some automakers can request partial refunds — for now.

Ford’s CFO Sherry House said it expects to raise itsUS car prices as much as 1.5% in the second half of 2025 due to tariffs.

The carmaker extended its“employee pricing” offer through July asconsumers rushedto buy carsahead of Trump’s tariffs.

Japanese automaker Subaru has also said it will increase USprices to “offset increased costs,” citing “current market conditions.” Subaru did not specify how much prices could increase.

“The changes were made to offset increased costs while maintaining a solid value proposition for the customer,” a Subaru of America spokesperson said in a statement. “Subaru pricing is not based on the country of origin of its products.”

Procter & Gamble, Stanley Black & Decker

Household product makerProcter & Gamble, which owns brands like Pampers, Tide and Charmin, said during an earnings call onApril 24 it would consider raising prices in some categories and markets.

That same day, CEO Jon Moeller told CNBC that “there will likely” be price increases for consumers because “tariffs are inherently inflationary.”

In April, Stanley Black & Decker, which owns power tool brands, raised prices by an average of high single-digits because of tariffs. Another round of price increases will come later this year.

Adidas

Adidas said higher costs are likely for products in the US due to Trump’s back-and-forth tariff.

“Given the uncertainty around the negotiations between the US and the different exporting countries, we do not know what the final tariffs will be,” Adidas CEO Bjørn Gulden said in an earnings release on April 29.

He added that “cost increases due to higher tariffs will eventually cause price increases.”

CNN’s Ramishah Maruf, Samantha Delouya, Chris Isidore, Elisabeth Buchwald and Nathaniel Meyersohn contributed to this report.

来源：读行品世事一点号