WSJ's Take On the Week Barclays Analyst on How Retail Stocks Are Managing Tariffs
27 snips
Aug 24, 2025 Adrienne Yih, a senior retail analyst at Barclays with expertise in tariffs' effects on retail, joins to discuss the current retail landscape. She highlights how retailers like American Eagle and Gap are battling tariff impacts and the importance of the back-to-school season for apparel sales. Yih also reveals which retailer currently holds the most pricing power, and the nuanced differences in strategies between giants like Target and Walmart amidst economic uncertainty.
AI Snips
Chapters
Transcript
Episode notes
NVIDIA As The Market's Pivot
- NVIDIA earnings act as a key inflection point for the AI trade and market direction.
- Recent volatility may reverse or accelerate depending on that report.
Rotation Into Blue Chips
- A rotation is occurring beneath surface calm as tech cools and blue-chip industrials rise.
- The Dow has been outperforming the Nasdaq and S&P as investors revisit unloved sectors.
Tariffs Just Started Hitting Prices
- Tariffs are only beginning to show up in retail pricing and results; Walmart has already passed some costs.
- Many retailers have absorbed part of the increases and will raise more prices over time.