Posted Monday, September 8, 2025 at 11:00pm
If you’re watching Subaru (TSE:7270), the latest tariff decision out of Washington probably caught your attention. President Trump’s move to cut US tariffs on Japanese cars from 27.5% to 15% gives Japanese automakers some breathing room, but it’s not a universal win. For a company like Subaru, which doesn’t have the sheer scale of its larger competitors, the reduced—but still steep—tariff means trade pressures remain, especially in a US market that’s central to its business. As a result, investors are weighing whether Subaru will need to hike prices or rethink its American strategy altogether. This policy shift arrives on the heels of a year where Subaru’s share price has steadily climbed, gaining 28% over the past year and building considerable momentum since spring.
