Prediction: Whirlpool Will Soar Over the Next Few Years. Here's 1 Reason Why.

Some positive things are going Whirlpool's (NYSE: WHR) way of late. The home appliance maker looks set to be a net winner over the long term from the Trump administration's recent tariff actions. The company's decision last year to exit its European business (which combined with Arcelik to form Beko Europe) should magnify the tariff's benefits further by increasing the company's exposure to North America.That said, the company needs to overcome some near-term headwinds, and the irony is that they are caused by the self-same tariff actions that will help the company over the long term. As recently discussed, Whirlpool's immediate problem is that Asian competitors are preloading product into the market in anticipation of higher tariffs (as they did in the first quarter) or to take advantage of any tariff pauses (as they did in the second quarter).As a result, Whirlpool's markets are suffering intense promotional activity as its competitors sell their inventory into the market through 2025. According to Whirlpool CEO Marc Bitzer on a recent earnings call, "we expect that foreign competitors will begin to experience the full implications of tariffs and appliances as they sell down their preloaded inventory in the back half of 2025."Continue readingWeiter zum vollständigen Artikel bei MotleyFool Weiter zum vollständigen Artikel bei MotleyFool