Escalating tariffs and retaliatory measures are fundamentally altering global sourcing strategies and operational cost structures today. This disruption is forcing retail and CPG organizations to reevaluate their technology roadmaps, delay full-suite technology upgrades, and instead focus on modular, high-impact investments tied to sourcing agility, cost visibility, and inventory resilience. This viewpoint offers a practical framework for enterprises to evaluate their readiness across two critical dimensions – tariff resilience and platform readiness – while aligning their transformation priorities effectively. The report also outlines how organizations can realign their transformation roadmaps by identifying core and non-core initiatives. Service providers can reposition themselves by offering modular, intelligence-driven solutions, such as tariff simulation engines and outcome-linked pricing models. Designed for enterprise leaders and provider executives, this viewpoint delivers actionable insights to convert near-term trade turbulence into a strategic inflection point for long-term operational resilience. Scope Industry: retail and CPG Geography: North America Contents In this viewpoint, we: Evaluate the impact of tariffs and regulations on retailers’ and CPG enterprises’ technology and operations spends Assess enterprises’ tariff resilience and technology readiness Provide insights on how providers can focus on specific solutions in the value chain to help enterprises navigate changes in an agile manner Memberships Retail and CPG Sourcing and Vendor Management

The US tariffs implemented on April 2, 2025, have generated uncertainty within the industry; however, a prompt 90-day suspension of most country-specific tariffs indicates the willingness of US administrations to engage in negotiations. This report provides an in-depth analysis of the current tariff dynamics and assesses their implications for the vulnerable industry sectors. It identifies the key factors influencing the revenue and margins of enterprises within these sectors and ranks them according to their degree of impact. Additionally, the report outlines the incidental implications for technology services in both the near term and the medium-to-long term for each industry sector. Providers can use this report to enhance their understanding of the effects of tariffs on their client industries and to develop strategies that align with both client priorities and their own capabilities. Contents Offers Everest Group’s perspective on the implications of ongoing tariff dynamics on vulnerable industry verticals, and outlines incidental implications on technology services in the near and medium-to-long term. Scope Industry: Manufacturing, Electronics, Hi-Tech, Retail & CPG, Telecom, Pharma Geography: Global

In April 2025, the U.S. announced a 25% tariff on all imported automobiles and selected components, targeting OEMs and suppliers across global markets. This is compounded by a hardware-software ban on Chinese and Russian tech in connected vehicles. The policy aims to strengthen domestic manufacturing and safeguard national security, but is already driving up vehicle prices, delaying purchases, and triggering supply chain realignments. OEMs are stockpiling inventory, reassessing sourcing, and shifting toward higher-margin models. Suppliers face cost inflation and compliance challenges, while consumers are shifting to used vehicles. Service providers have an opportunity to guide clients through this disruption with supply chain diagnostics, logo-level exposure analysis, and tech-driven engineering support. In this Viewpoint, we explore the near- and long-term implications of these policies across the automotive value chain, including their impact on OEMs, suppliers, consumers, and the opportunities they create for service providers. Scope Industry: Automotive Geography: Global Contents This research outlines Everest Group’s perspective on the business implications of the U.S. auto import tariffs and hardware-software ban, with specific insights for OEMs, suppliers, consumers, and service providers.