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: Weekly UK Store Openings and Closures Tracker 2025, Week 23: Aldi and Topshop To Open StoresAnalyst Corner: Three Key Predictions for India Retail in 2025, with Sujeet NaikSeasonal Shopping, 3Q25—Expectations for the Fourth of July, Labor Day, Amazon Prime Day: US Consumer Survey Insights ExtraConsumer Sentiment Stabilizes… for Now; Plus, Inflation Awareness Rises: US Consumer Survey Insights
