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Trump Announces New Tariffs on Pharmaceuticals, Trucks and Home Goods

by Team Lumida
September 26, 2025
in Macro
Reading Time: 4 mins read
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Trump Tariffs Leave Key Questions on China Supply Chain Rules Unanswered
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Key Takeaways

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  • President Trump announced a series of tariffs effective Oct. 1, most notably a 100% tariff on branded/patented pharmaceutical products from companies that are not building manufacturing plants in the U.S.; other levies include 25% on heavy trucks, 50% on kitchen cabinets/vanities and 30% on upholstered furniture.
  • The pharma tariff is explicitly targeted at branded drugs (not generics), and the administration says companies building U.S. plants would be exempt; details, definitions and enforcement mechanisms are currently unclear.
  • The policy aims to accelerate onshoring of strategic manufacturing, but implementation complexity (content tracking, exemptions, treatment of assembled products) and legal/geopolitical pushback create material execution risk.
  • Market implications include potential margin pressure for import‑reliant OEMs and pharma companies that can’t or won’t re‑locate production, pricing effects in healthcare, and potential winners among U.S. domestic manufacturers and contractors that scale capacity.

What happened?

The president posted that, beginning Oct. 1, a 100% tariff will apply to branded or patented pharmaceutical products from companies not building U.S. manufacturing plants. The announcement — made alongside other industry levies — follows prior trade actions and incentives (e.g., the 2022 CHIPS Act) and comes amid a broader administration push to onshore critical industries. The White House has signaled exemptions for firms making credible U.S. capacity commitments, but it has not released detailed guidance on definitions, measurement or enforcement, leaving market participants to interpret near‑term exposure.

Why it matters

A 100% tariff on branded drugs, if broadly applied, materially changes the cost calculus for pharmaceutical supply chains and could raise U.S. list prices or compress manufacturer margins depending on who absorbs the levy; because branded drugs account for a meaningful share of pharmaceutical spending, the policy could feed healthcare cost inflation and prompt payers, PBMs and hospitals to renegotiate contracts. The announcement also creates a strong commercial incentive to accelerate U.S. factory builds, but capex cycles, technical complexity and local input costs mean many manufacturers may not be able to relocate quickly — creating near‑term uncertainty about which companies face tariff exposure. Outside pharma, tariffs on heavy trucks and furniture raise input costs for importers while benefiting domestic producers and may lead to higher consumer prices. Finally, the headline risk and legal ambiguity increase regulatory and political uncertainty — which markets dislike — and could trigger trade retaliation or litigation that further amplifies supply‑chain disruption.

What’s next

Watch for official rulemaking that defines “branded or patented pharmaceutical products,” the criteria for an exemption (what qualifies as “building a plant in America”), timing allowances, and the tariff calculation method for products with mixed domestic/foreign content. Track immediate corporate responses: public exemptions or accelerated U.S. investment pledges from drugmakers, procurement and sourcing announcements from OEMs (auto, electronics) and dealer/assembler contract renegotiations for trucks and furniture. Monitor short‑term market reactions in pharma, medical‑supplier, heavy‑truck and domestic‑manufacturing equities, and gauge potential inflation impact via drug price guidance, payer contract updates and CPI components for medical goods. Also follow legal and trade‑partner reactions — litigation or retaliatory tariffs could reshape outcomes and determine whether this moves from a headline threat to a durable policy that changes global sourcing.

Source
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© 2025 Lumida Wealth Management LLC is an SEC registered investment adviser. Privacy Policy. Cookies Policy.
Disclaimer Important Information This site is for informational purposes only. Information presented on this site does not constitute as investment advice.

Lumida Wealth Management LLC (‘Lumida”) is an SEC registered investment adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.

Lumida's website (referred to herein as the "Website") is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of the Website on the Internet should not be construed by any client and/or prospective client Lumida’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.

Any subsequent, direct communication by Lumida with a prospective client will be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

‍Lead Capture Forms: By submitting your contact information in the forms on this site, you are not obligated to invest in Lumida's product or services.
‍Address: Lumida Wealth Management, 25 W 39th Street Suite 700, New York, NY 10018