ASX 200 Companies Adapting to US Tariffs: How Healthcare, Retail, and Materials Sectors are Responding

2 min read | September 03, 2025 09:58 AM AEST | By Team Kalkine Media

Highlights

  • Healthcare company adjusts prices to offset tariff impact
  • Retail group shifts manufacturing locations for flexibility
  • Materials producer positioned to benefit from local demand

Global trade dynamics continue to shape opportunities for companies, and the recent wave of US tariffs has placed added pressure on international businesses. Within the ASX 200, some companies are taking strategic steps to mitigate the impact and strengthen their market presence. The healthcare, retail, and materials sectors stand out with proactive measures aimed at navigating this evolving environment.

Adapting Through Pricing Power

Ansell Ltd (ASX:ANN), a leader in personal protective equipment, has responded to tariffs by adjusting its pricing strategy. By raising prices across different markets, the company has managed to counter higher costs while maintaining its supply chain flexibility. The essential nature of its healthcare products ensures that demand remains consistent, reinforcing its ability to adapt to shifting trade conditions.

Shifting Manufacturing Hubs

Breville Group Ltd (ASX:BRG), known for its premium kitchen appliances, is diversifying its manufacturing operations beyond China. By relocating production to countries with reduced or no tariffs, the company is building resilience against rising trade barriers. This shift also positions Breville to strengthen its long-term growth prospects in the US market, where a large portion of its sales are generated. Adjustments in production and distribution strategies are central to managing input costs and sustaining competitive pricing.

Benefiting from Localisation

BlueScope Steel Ltd (ASX:BSL), with its established operations in North America, could stand to gain from tariffs that encourage local sourcing. The company’s steelmaking facilities within the US give it a competitive edge as manufacturers increase domestic production to avoid import costs. With investments aimed at expanding its US operations, BlueScope is aligning its strategy with the growing preference for in-country production, which supports both resilience and growth in demand.

While tariffs add complexity to global trade, companies across the healthcare, retail, and materials sectors are proving resilient by adjusting strategies, diversifying operations, and seizing opportunities from shifting demand. Their approaches underline how adaptability remains key for ASX-listed firms facing global economic changes.


Disclaimer

The content, including but not limited to any articles, news, quotes, information, data, text, reports, ratings, opinions, images, photos, graphics, graphs, charts, animations and video (Content) is a service of Kalkine Media Pty Ltd (Kalkine Media, we or us), ACN 629 651 672 and is available for personal and non-commercial use only. The principal purpose of the Content is to educate and inform. The Content does not contain or imply any recommendation or opinion intended to influence your financial decisions and must not be relied upon by you as such. Some of the Content on this website may be sponsored/non-sponsored, as applicable, but is NOT a solicitation or recommendation to buy, sell or hold the stocks of the company(s) or engage in any investment activity under discussion. Kalkine Media is neither licensed nor qualified to provide investment advice through this platform. Users should make their own enquiries about any investments and Kalkine Media strongly suggests the users to seek advice from a financial adviser, stockbroker or other professional (including taxation and legal advice), as necessary. Kalkine Media hereby disclaims any and all the liabilities to any user for any direct, indirect, implied, punitive, special, incidental or other consequential damages arising from any use of the Content on this website, which is provided without warranties. The views expressed in the Content by the guests, if any, are their own and do not necessarily represent the views or opinions of Kalkine Media. Some of the images/music that may be used on this website are copyright to their respective owner(s). Kalkine Media does not claim ownership of any of the pictures displayed/music used on this website unless stated otherwise. The images/music that may be used on this website are taken from various sources on the internet, including paid subscriptions or are believed to be in public domain. We have used reasonable efforts to accredit the source wherever it was indicated as or found to be necessary.


AU_advertise

Advertise your brand on Kalkine Media

Sponsored Articles


Investing Ideas

Previous Next
We use cookies to ensure that we give you the best experience on our website. If you continue to use this site we will assume that you are happy with it.