Political And Macro EnvironmentAn increasingly negative political and macro environment for Western Union as immigrant deportations pressure US remittances sent abroad, which could persist as a headwind and add to existing competitive pressures.
Revenue And EPS GuidanceGuidance was cut on revenue/EPS and assumes concerningly modest improvement in retail.
Tax ImpactManagement estimates about 20% of total revenue is exposed to the 2026 tax change, which will charge consumers a 1% tax on remittances.