RRHI anticipates benefits from Trump trade policies

Gokongwei-led Robinsons Retail Holdings, Inc. expects to benefit from higher reciprocal tariffs between the U.S. and its trading partners, as it may eventually lead to oversupply and higher margins for dry goods.

- BY JAMES A. LOYOLA

“We think the imposition of higher U.S. tariffs on its trading partners could lead to excess manufacturing capacity, especially on non-food products, in China and Vietnam,” said RRHI President and CEO Stanley Co during the firm’s annual stockholders’ meeting.

He noted that, “The surplus in supply could eventually lead to a reduction in our inventory costs and present an opportunity to improve our margins and pricing dynamics as well as improve our offerings.”