The biggest financial mistake businesses are making in 2026 isn't inflation. It is believing that they already have it under control.
For months, giants such as P&G, Walmart and Adidas absorbed the tariff blow with inventories purchased before the new taxes. Silence. No alert. No cost shifting. Everything "under control". But that inventory is now over. And the Dallas Fed just confirmed what many CFOs don't want to see: tariffs have already added +0.80 points to the core inflation index in a single month.
What is coming now has no buffer.
The CFO of Procter & Gamble already said it bluntly: "Tariffs alone are a 5-point headwind to EPS in 2026."
What about your company?
Are you still operating with the January assumptions? Because if your Board has not yet seen the stress scenario with inflation at 4-5%... It is not that the risk does not exist. It's just that no one wanted to put it on the table.
The CFOs and CEOs who are going to win this year are the ones who are doing exactly this this week:
→ Reopening the 2026 budget with new assumptions
→ Renegotiating contracts with automatic adjustment clauses
→ Taking the pessimistic scenario to the Board before it arrives on its own
Has your company already done it, or is it still waiting for it to "stabilize"? Contact me below. Tell us how you are handling it.
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