InfographicQuantifying Tariff Impacts: What Retail Companies Reported in 3Q25—Data Graphic Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research December 19, 2025 Reasons to ReadExplore how retailers are navigating the impact of tariffs and the strategic adjustments they are making to protect margins and profitability. Read this report to discover answers to these and other questions: Which retailers are most impacted by tariffs, and how are companies like Abercrombie & Fitch and AEO adjusting their sourcing strategies? How are retailers like Urban Outfitters and Ross Stores leveraging operational efficiencies to absorb tariff cost pressures? What role are price increases playing in mitigating tariff impacts for companies like Petco and Best Buy? How are companies like Williams-Sonoma and Columbia Sportswear using vendor negotiations and pricing actions to offset tariff-related margin pressures? What strategies are companies with low tariff exposure, like Associated British Foods, using to stay competitive in a tariff-impacted landscape? Companies mentioned in this report include: Abercrombie & Fitch, American Eagle Outfitters, Aritzia, Best Buy, Columbia Sportswear, Mondelez, Petco, Ross Stores, Urban Outfitters, Williams-Sonoma, and many others across retail sectors including apparel, beauty, and general merchandise. Data in this report includes: tariff-related cost impacts, company revenue and margin updates, sourcing strategy shifts, and operational adjustments. 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: Holiday 2025 Survey Insights: Dollar Stores and Temu Break into the Top Five RetailersThree Data Points We’re Watching This Week, Week 28: US Retail and Consumer LatestDollar Tree To Divest Family Dollar: Here’s What It Means—Consumer + Real Estate Data AnalysisUS Retail Sales Outlook—Preview: Latest Retail Projections in the Absence of Government Data