Impact of OBBA on Retail Sector

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Client

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Client

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Client

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The Challenges

The Challenges

The Challenges

The Solutions

The Result

The OBBBA introduces major policy-driven risks and opportunities for retail and consumer staples, from welfare cuts and tariffs to labor, tax, and energy shifts. Value retailers like Walmart, Kroger, and Dollar General face top-line and cost pressures, while Target and Costco are more insulated. AI regulation relief benefits Amazon and Costco, but litigation and regulatory risk persist. Companies with strong balance sheets and supply chain agility are best positioned for the volatility ahead.

Other

impacts

 we made

Other

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 we made

More Projects

More Projects

More Projects

Impact of OBBA on Semis

Tech is navigating intense policy and macro headwinds. Export controls and supply chain risk are hitting AMD, NVIDIA, and Broadcom hard, while AI regulatory relief is a clear win for Microsoft, Google, AMD, and Broadcom. Legal, compliance, and execution risks are rising, but companies with strong liquidity, U.S. supply chain investments, and AI growth are best positioned. The outlook is split—AI-focused, U.S.-centric players lead, while export-heavy, levered firms face volatility.

Impact of OBBA on Semis

Tech is navigating intense policy and macro headwinds. Export controls and supply chain risk are hitting AMD, NVIDIA, and Broadcom hard, while AI regulatory relief is a clear win for Microsoft, Google, AMD, and Broadcom. Legal, compliance, and execution risks are rising, but companies with strong liquidity, U.S. supply chain investments, and AI growth are best positioned. The outlook is split—AI-focused, U.S.-centric players lead, while export-heavy, levered firms face volatility.

Impact of OBBA on Semis

Tech is navigating intense policy and macro headwinds. Export controls and supply chain risk are hitting AMD, NVIDIA, and Broadcom hard, while AI regulatory relief is a clear win for Microsoft, Google, AMD, and Broadcom. Legal, compliance, and execution risks are rising, but companies with strong liquidity, U.S. supply chain investments, and AI growth are best positioned. The outlook is split—AI-focused, U.S.-centric players lead, while export-heavy, levered firms face volatility.