Tariff Shockwave: These Apparel Brands & Retailers Most At Risk Of Price Hikes
Following President Trump’s announcement of reciprocal tariffs last Wednesday, Goldman analysts began evaluating which U.S. retailers are most vulnerable due to their deeply embedded supply chains across Asia. A new note from the bank offers a more complete view of the potential tariff impact on apparel retailers and brands within its coverage universe. The data may also help consumers gauge which retailers will likely pass on higher costs.
Goldman analysts Brooke Roach, Evan Dorschner, and others penned a note Monday titled “Reciprocal Tariffs: Key considerations and scenario analysis,” focusing on tariff impacts on U.S. apparel brands and retailers in their stock coverage.
In the “Scenario Analysis For Our Softlines Coverage Universe” section of the note, Roach provided clients with the “tariff impact for each of our covered retailers and brands.”
Their analysis shows that seven companies under coverage—Amer Sports, SharkNinja, Nike, Torrid Holdings, Lululemon, and PVH Corp—face tariff rates exceeding 40%, while Groupe Dynamite’s rate approaches 50%.
The analyst then took the same softline coverage and overlaid it with the tariff rate on the X-axis and U.S. sales exposure (%) on the Y-axis.
Companies with higher merchandise and gross margins are generally better insulated from the worsening trade war.
Some retailers and brands in this softline coverage faced lower tariff pressure and have outperformed their peers.
Last week, Roach outlined a supply chain analysis of softline stocks. She said that companies such as Warby Parker, Torrid Holdings, Groupe Dynamite, Nike, Yeti Coolers, and SharkNinja had high supply chain exposure to China and other Asian countries targeted by Trump’s latest tariff round.
The new data provided by Roach and colleagues on Monday will help consumers navigate the retailers and brands that are subjected to the highest tariffs because their management teams did not heed Trump’s warnings in his first term. Reward the companies that have the least exposure to Asia—and more importantly, buy American for maximum cost savings.
Tyler Durden Tue, 04/08/2025 – 04:15
Source: https://freedombunker.com/2025/04/08/tariff-shockwave-these-apparel-brands-retailers-most-at-risk-of-price-hikes/
Anyone can join.
Anyone can contribute.
Anyone can become informed about their world.
"United We Stand" Click Here To Create Your Personal Citizen Journalist Account Today, Be Sure To Invite Your Friends.
Before It’s News® is a community of individuals who report on what’s going on around them, from all around the world. Anyone can join. Anyone can contribute. Anyone can become informed about their world. "United We Stand" Click Here To Create Your Personal Citizen Journalist Account Today, Be Sure To Invite Your Friends.
LION'S MANE PRODUCT
Try Our Lion’s Mane WHOLE MIND Nootropic Blend 60 Capsules
Mushrooms are having a moment. One fabulous fungus in particular, lion’s mane, may help improve memory, depression and anxiety symptoms. They are also an excellent source of nutrients that show promise as a therapy for dementia, and other neurodegenerative diseases. If you’re living with anxiety or depression, you may be curious about all the therapy options out there — including the natural ones.Our Lion’s Mane WHOLE MIND Nootropic Blend has been formulated to utilize the potency of Lion’s mane but also include the benefits of four other Highly Beneficial Mushrooms. Synergistically, they work together to Build your health through improving cognitive function and immunity regardless of your age. Our Nootropic not only improves your Cognitive Function and Activates your Immune System, but it benefits growth of Essential Gut Flora, further enhancing your Vitality.
Our Formula includes: Lion’s Mane Mushrooms which Increase Brain Power through nerve growth, lessen anxiety, reduce depression, and improve concentration. Its an excellent adaptogen, promotes sleep and improves immunity. Shiitake Mushrooms which Fight cancer cells and infectious disease, boost the immune system, promotes brain function, and serves as a source of B vitamins. Maitake Mushrooms which regulate blood sugar levels of diabetics, reduce hypertension and boosts the immune system. Reishi Mushrooms which Fight inflammation, liver disease, fatigue, tumor growth and cancer. They Improve skin disorders and soothes digestive problems, stomach ulcers and leaky gut syndrome. Chaga Mushrooms which have anti-aging effects, boost immune function, improve stamina and athletic performance, even act as a natural aphrodisiac, fighting diabetes and improving liver function. Try Our Lion’s Mane WHOLE MIND Nootropic Blend 60 Capsules Today. Be 100% Satisfied or Receive a Full Money Back Guarantee. Order Yours Today by Following This Link.
| Online: | |
| Visits: | 1,689,667,666 |
| Stories: | 8,397,188 |
Whistler Blowers, Insiders
