Collision
Finished-goods tariffs versus input tariffs
- The sides
- Favored: manufacturers, on finished-goods tariffs only. Harmed: funeral homes, manufacturers, and monument dealers, on raw materials. Insulated: cemeteries and consolidators.
- In dispute
- Not tariffs in general — the line between a tariff on a finished competing product and a tariff on a raw material. The two run in opposite directions and are routinely discussed as one policy.
- Not in dispute
- Nobody in this industry benefits from raw-material tariffs. The apparent industry-wide split narrows to a single distinction once the measure is read precisely.
- What it means for a coalition
- A tariff coalition is available and wider than it looks — but only if the ask is drafted at the level of the tariff line rather than the industry. The manufacturing segment sits on both sides and cannot be scored as a bloc.