Capgemini-设计弹性_行业领导者如何驾驭关税并实现成本效益（英）-2025_14页_2mb

Resilient by Design: Summary

Executive Summary

Tariffs are reshaping global markets, posing significant challenges to businesses. Companies must enhance resilience while balancing short-term costs and considering long-term vertical integration. This report examines tariff impacts on supply chain stability, financial efficiency, and provides a framework for navigating these challenges through optimization, digital strategy alignment, and a "Connected Enterprise" framework.

Key Challenges

Trade Uncertainty

• Economic Impact: Tariffs threaten global GDP growth; recent forecasts show a 0.6% dip in 2025 GDP due to trade disruptions.
• Industry Ripple Effect: Tariffs affect supply chains, particularly in sectors like automotive, consumer goods, and manufacturing, driving up costs and operational uncertainty.
• Consumer Behavior: Trade uncertainty influences consumer sentiment, as seen by declining confidence indices.

Operational Bottlenecks

• Digital Strategy-Execution Gap: Only 33% of organizations leverage automation outcomes in strategic planning; unclear strategies hinder real-time responsiveness.
• Integration Challenges: 83% of organizations struggle with integrating systems with external platforms, limiting agility amid market shocks.
• Working Capital Management: Balancing capital utilization is critical for resilience, especially when managing inventory and supply chain disruptions.

Strategic Responses

• Pricing Adjustments: Companies are increasing prices in response to tariff-induced cost hikes, affecting consumer demand and market positioning.
• Supply Chain Optimization: Stockpiling inventory and optimizing working capital are common strategies but risk straining financial resources.
• Component Sourcing: Relocating sourcing and analysis to offset tariff impacts presents a significant challenge.

Mitigation Strategies

Near-Term Agility

• Working Capital Optimization: Improving receivables, payables, and inventory management.
• Finance Resiliency: Leveraging analytics to reduce risk and improve compliance.
• Digital Integration: Aligning digital and execution strategies to enhance operational readiness.

Long-Term Resilience

• Connected Enterprise Framework: Strengthening collaboration across supply chain, financial operations, and digital platforms.
• Process Automation: Removing friction through automation to drive efficiency and reduce costs.

Conclusions

• Short-Term Actions: Focus on working capital and operational agility to navigate immediate tariff impacts.
• Long-Term Vision: Build resilience through integration and digital transformation to sustain competitive advantages amid trade uncertainty.

References

• Capgemini Research Institute reports on tariffs and supply chain resilience.
• University of Michigan Consumer Sentiment Index.
• Reputable financial news sources (e.g., CNBC, Reuters) documenting tariff-related price hikes.