Companies Most Affected by Tariffs in the Past 24 Hours

In the past 24 hours, the companies most positively and negatively associated with "tariffs" in the media.

In the image, the horizontal bars represent the average sentiment of co-mentions of the company with "tariffs" in the past 24 hours of media coverage. At least 5 co-references required to be plotted.

👍 Possible beneficiaries (or less-affected) companies include:
1. BJ's Wholesale Club - inventory is largely tariff-resistant
2. Philip Morris - consumers want their staples (like tobacco) regardless of price.
3. Goodyear - competitors are much more affected, so Goodyear will benefit.
4. Ferarri - customers are price insensitive.
5. First Solar - like Goodyear, the company will benefit from high tariffs on low-cost Chinese competitors.

👎 Among losers, shipper Maersk is sinking (sorry), Best Buy's almost entirely non-US electronics stock is becoming costlier, and Puma's "cheap" shoes are no longer so.