Sony Tertekan Tarif dan Konsumen, Analis Turunkan Rekomendasi Saham

Sony, a non-U.S. company, is facing challenges due to the current tariff war, leading to a downgrade by Wolfe Research's Peter Supino. This downgrade caused Sony's stock to fall nearly 3% on Monday, a steeper decline compared to the S&P 500 index's 0.2% slide. Supino's downgrade from outperform to peer perform is based on the sweeping tariffs imposed by the Trump administration. He believes that rising costs and declining consumer confidence will negatively impact consumer-dependent companies like Sony. Despite Sony stockpiling inventory in the U.S., the company is expected to feel the impact of a weakening consumer dynamic. The Motley Fool suggests considering other stocks with potentially higher returns, as Sony was not included in their latest top 10 list.