Bloomberg Intelligence cover image

Trump Tariff Threat, Retail Earnings

Bloomberg Intelligence

00:00

Navigating Retail Challenges and Tariff Threats

This chapter analyzes the implications of potential tariff threats related to the USMCA agreement, focusing on their role as negotiation tactics rather than true intentions. It contrasts the retail performances of Kohl's, which is struggling with core apparel sales and leadership changes, and Abercrombie & Fitch, which is thriving due to its strong product offering. Additionally, the chapter discusses how external factors, including weather and tariffs, impact the retail landscape, emphasizing the importance of consumer engagement.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app