3 Stocks That Could Gain From Tariff Confusion in Supply Chains

Tariffs between the U.S. and Canada are no longer headline noise; they are rewiring how goods move, where profits land, and which stocks feel the squeeze or relief. Rising trade friction is pushing more businesses to rethink cross‑border flows, and some are turning that complexity into billable work. This article unpacks three stocks from our Trade and Logistics Services Benefiting from Tariff Complexity screener that could be positioned on the right side of that story.

The stocks highlighted below are just a starter set. The full screen surfaced 48 more trade and logistics services companies with equally compelling tariff stories that are not covered here. If you want to identify your own highest conviction ideas in this space, head straight into the Trade and Logistics Services Benefiting from Tariff Complexity screener.

TrueBlue (TBI)

TrueBlue plays in the plumbing of U.S. and Canadian trade, supplying on demand labor for warehouses, factories, and distribution hubs that are reworking supply chains in response to tariffs and reshoring.

TrueBlue provides specialized workforce solutions across construction, transportation, manufacturing, retail, hospitality, energy, and more, with most revenue coming from PeopleReady at about US$969 million, followed by PeopleManagement on roughly US$536 million and PeopleSolutions near US$186 million, and the stock carries a market value of about US$300 million.

That tariff angle matters for TrueBlue because demand for compliant staffing and cross border friendly labor is being shaped by how this trade rift plays out for warehouses and factories.

"Higher software depreciation is now reported in cost of services, and potential slower adoption of digital platforms or sales initiatives could keep reported gross margin and earnings under strain, even if long-term demand for compliant, specialized staffing solutions remains supportive."

What happens if that unseen drag collides with a sharp shift in where and how clients need labor could be crucial for future profitability.

That collision risk is exactly why reading the full narrative for TrueBlue can help you see whether tariff complexity is quietly masking a sharper TrueBlue reset or an accelerating recovery path.

Huron Consulting Group (HURN)

Huron Consulting Group matters for this tariff themed screen because cross border disruption often starts as a messy operational headache and ends up as a complex consulting brief, exactly the kind of work its advisory, digital and managed services platform is built to handle.

"Huron Consulting Group provides advisory, digital and managed services solutions to healthcare, education and commercial organizations to improve performance and navigate financial and regulatory complexity."

What ultimately happens to client budgets for large supply chain and compliance projects, if one key assumption about tariff pressure breaks, could prove decisive.

If that inflection point is what you care about, the full narrative for Huron Consulting Group explains how Huron Consulting Group could potentially turn tariff turmoil into increased advisory demand.

SPS Commerce (SPSC)

SPS Commerce is built for messy tariff rules and cross border friction, using its cloud platform to help retailers, brands and logistics partners rewire order flows. The business generated about US$772 million from supply chain management solutions and carries a market value near US$3 billion.

SPS Commerce sits right where rising tariffs intersect with day to day supply chain decisions, giving retailers and suppliers a way to keep orders, inventory and data moving even as rules change and cross border paperwork gets harder.

"The accelerating digitalization of retail supply chains and rising compliance requirements are driving robust demand for SPS Commerce's cloud-based EDI and supply chain solutions, supporting sustained growth in new customer adds and recurring revenue."

What really matters from here is how one unresolved pressure on customer budgets and deal timing feeds through to margins if tariff volatility persists.

If that margin squeeze is what you are watching, the full narrative for SPS Commerce examines whether SPS Commerce’s tariff friction is masking an accelerating opportunity or signaling a stalled thesis.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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