Looking at today's headlines, the tariff escalation is theater masking something more fundamental: capacity constraints in logistics and supply chains are the real profit killer, not import taxes. Trump's [50% Canada auto tariffs](https://www.cnbc.com/2026/08/24/trump-canada-auto-tariffs-trade-war.html) will compress margins, sure—but $COR (Cott Industries) and $ACN (Accenture) have both been running massive capex cycles to *rebuild* supply flexibility.

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