InfographicQuantifying Tariff Impacts: What Retail Companies Reported in 4Q25—Data Graphic Abhinav Tagore, Analyst Sector Lead: John Mercer, Head of Global Research and Managing Director of Data-Driven Research April 14, 2026 Reasons to ReadDiscover how leading retailers are navigating the ongoing tariff pressures and their strategies for recovery in the fourth quarter of 2025 and beyond. Read this report to discover answers to these and other questions: How are retailers adjusting their strategies to mitigate the impact of tariffs in 4Q25? What pricing actions are companies taking to offset tariff-related pressure on margins? Which product categories are most exposed to tariff impacts, and how are retailers adapting? How are retail giants like Abercrombie & Fitch, Levi Strauss and Crocs managing their tariff-related challenges? What are the future tariff expectations, and how will companies position themselves in FY26? Companies mentioned in this report include: Abercrombie & Fitch, American Eagle Outfitters, Aritzia, Ross Stores, Gap Inc., Burlington Stores, BJ’s Wholesale Club, Costco, Dollar General, Target, Petco, Coty, Crocs, Levi Strauss & Co., LVMH, VF Corporation, Coca-Cola. Data in this report include: gross margin impacts, tariff costs, AUR pricing adjustments, cost-saving programs, and sourcing strategies. Related research: Earnings Insights, 4Q25 Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in: Downward Trend in Economic Expectations Ends: Weekly US Consumer Sentiment, Week 17, 2025—InfographicUS Retail—Real Estate Insights: Embracing Small Store Formats, Immersive Experiences and Emerging TechnologiesUS Beauty Retailing: Themes, Concepts and Innovators—Personalization, Tech Integration and Wellness To Drive ChangeThree Data Points We’re Watching This Week, Week 20: Cross-Border Players Don’t Prevent Amazon Reaching New Highs in Apparel
