Tariffs and Earnings: What Companies Have Reported—Data Graphic

Tariffs and Earnings: What Companies Have Reported—Data Graphic

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Primary Analyst:
Madhav Pitaliya, Analyst
Contributors
Primary Analyst:
Madhav Pitaliya, Analyst
Sector Lead: Anand Kumar, Associate Director of Retail Research
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Reasons to Read

Discover how leading retailers are navigating profitability pressures amid rising tariffs.

Read this report to discover answers to these and other questions:

  • Which retailers are projecting the largest gross margin declines due to tariff pressures?
  • How are companies using supply chain diversification and vendor negotiations to mitigate tariff impact?
  • What pricing and assortment strategies are being deployed to protect margins?
  • Where are retailers focusing on efficiency and productivity improvements in response to tariffs?
  • Which companies are choosing to absorb tariff costs, and what does that mean for short-term profitability?

Companies mentioned in this report include: Abercrombie & Fitch, Bath & Body Works, Columbia Sportswear, Crocs, Five Below, Gap Inc., Levi Strauss, Lululemon, Macy’s, Nestlé, Nike, Procter & Gamble, PVH, Ross Stores, Target, Tractor Supply, Unilever, Urban Outfitters and Williams-Sonoma.

Data in this report include: Gross margin and earnings guidance changes across major retailers; retailer-specific mitigation strategies including sourcing, pricing, and operational responses.

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