Trump 2.0 tariffs may negatively impact US retailers with exposure to imports

From Investing.com: 2024-12-07 04:30:00

Bernstein analysts warn of potential tariff risks for US retailers like Dollar Tree and Target as President-elect Trump plans tariffs on imports from Canada, Mexico, and China. Consumer goods like electronics, toys, and apparel may be most affected. Target and Dollar Tree rely heavily on imports, with imports making up over 50% of their exposure. Home Depot and Lowe’s also have significant reliance on imports, especially for appliances and electrical products. Previous tariffs in 2019 led to margin pressures for retailers, with similar impacts expected if new tariffs are imposed. Canadian and Mexican tariffs may affect electronics and appliances sectors due to imports from Mexico.



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