Authentic Brands CEO Jamie Salter on U.S. tariffs: 'We have not really seen a bump in the road'

• Tariffs are expected to double this year compared to last, with the full impact on consumer prices yet to be seen.
• The global consumer is currently performing well, and strong brands are demonstrating pricing power.
• Value retailers like Walmart, TJ Maxx, Ross, and Burlington are identified as market winners amidst tariff impacts.
• Authentic Brands is actively acquiring, with the Guess acquisition closing imminently.

Authentic Brands CEO Jamie Salter discusses the impact of tariffs on the global consumer and retail sector. He notes that while tariffs are expected to double this year, the global consumer remains resilient, especially for strong brands and value retailers, with his company actively expanding its brand portfolio.