Trump Tariff Threat, Retail Earnings
Bloomberg Intelligence
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.
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