Quantifying Tariff Impacts: What Retail Companies Reported in 3Q25—Data Graphic

Quantifying Tariff Impacts: What Retail Companies Reported in 3Q25—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

Explore 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.

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