Industry Leaders on 24/7, EVs, Labor, Policy and AI

“  Weird things like pizza boxes have been such a challenge and such a problem. I don’t know if it’s necessarily tariff-related that’s causing the supply issues, but it’s just been kind of

a repeated problem that we’ve really been trying to overcome for a while now. And you’re like, “How did they end up in Turkey?” I don’t know. They need to be in Oklahoma. Laura Aufleger , President, OnCue

Tariff Implications and Effects of the One Big Beautiful Bill

Tariffs, or potential tariffs, were the next theme. Many noted their greatest impact was felt on construction and equipment. Samuels pointed to higher costs for steel, millwork, gondolas, and car wash systems. Slater confirmed similar cost pressures at Family Express, particularly in construction and packaging. Aufleger described anxiety when awaiting imported private-label wine at OnCue, and ongoing headaches with supply issues such as pizza boxes. Hughes said Wallis Companies

queried suppliers for clear justification to gauge if they were trying to pass through potential tariff-related increases or simply “to get in under the window to maximize their margins at the expense of ours.” Strasburger asked if President Trump’s One Big Beau- tiful Bill will have any impact on member’s businesses. Hamza welcomed accelerated depreciation, citing positive financial impacts for Nouria given their recent acquisition. Samuels flagged the reduction of SNAP benefits as a small but negative sales impact. Polonsky observed that while SNAP cuts may reduce sales, they could improve labor availability, since “people actually need a job,” which he argued was a net benefit for his business.

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