Reported about 11 hours ago
As Donald Trump's second term approaches, investors are evaluating the impact of his tariff policies on apparel stocks. Analyst Tom Nikic from Needham & Co. explains that brands like Nike, which derive a significant portion of their revenue internationally, are less vulnerable to tariff risks. Conversely, companies like Steve Madden, heavily reliant on Chinese manufacturing, may face greater challenges. ON Running, with most of its production in Vietnam and Indonesia, is seen as well-insulated from potential tariffs.
Source: YAHOO