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SOTS 2nd Hour: Black Friday Edition - Incl. L.L. Bean's CEO, Apple's Holiday Takeaways, & A Read On Luxury Demand 11/28/25

Squawk on the Street

00:00

Tariff effects on pricing and margins

Stephen explains tariffs raising blended apparel tariffs to ~33% and predicts Q4/Q1 margin contractions for many retailers.

Play episode from 24:21
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