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Why Trump's tariffs may not crush Nike, Lululemon, or other retail stocks
The retail sector felt somewhat well, having had a successful 2024 holiday shopping season. Many of the players in the space were looking forward to unemployment staying low and the Federal Reserve pausing rate hikes as key tailwinds to consumer spending in 2025. Then came the start of a trade war by returning President Donald Trump.
The implementation of China tariffs stands to rattle retail supply chains and raise costs, which could hammer profit margins. Bottom lines could also be hurt if price increases related to tariffs get rejected by shoppers. Yahoo Finance Executive Editor Brian…
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