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Summary
In this conversation, Jon Stoddard and Stephen Speer discuss the current state of the e-commerce sector amidst rising tariffs on Chinese imports. They explore the implications of these tariffs on pricing, supply chains, and acquisition strategies for e-commerce businesses. Stephen shares insights on how to navigate these challenges, emphasizing the importance of due diligence and strategic planning for potential buyers. The discussion also touches on the resilience of the American market and the potential for future growth despite short-term hurdles.
Takeaways
Tariffs on Chinese imports are significantly impacting e-commerce.
Margins for e-commerce businesses are likely to be squeezed.
Prices across platforms like Amazon are expected to rise.
Fear mongering about price increases is prevalent but may be exaggerated.
Short-term issues may arise, but the market is resilient.
Building significant working capital into deals is crucial.
Due diligence is more important than ever in acquisitions.
Diversifying supply chains can mitigate risks associated with tariffs.
Seller notes may increase as a response to tariff impacts.
M&A activity remains vibrant despite current challenges.
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