12. Ralph Lauren Corp
Ticker: RL
Percent of revenue exposed: 1%
Major brands: Club Monaco, Ralph Lauren Jeans Company
Source: Credit Suisse
11. L Brands Inc.
Ticker: LB
Percent revenue exposed: 1%
Major brands: Victoria's Secret, PINK, Bath & Body Works
Source: Credit Suisse
10. Under Armour Inc.
Ticker: UAA
Percent of revenue: 2%
Major brands: Under Armour, MapMyFitness
Source: Credit Suisse
9. Lululemon Athletica Inc.
Ticker: LULU
Percent revenue exposed: 3%
Major brands: Lululemon
Source: Credit Suisse
8. Gap Inc.
Ticker: GPS
Percent revenue exposed: 3%
Major brands: Old Navy, Gap, Banana Republic, Athleta
Source: Credit Suisse
7. Capri Holdings Ltd.
Ticker: CPRI (formerly KORS)
Percent revenue exposed: 4%
Major brands: Versace, Jimmy Choo, Michael Kors
Source: Credit Suisse
Canada Goose Holdings Inc.
Ticker: GOOS
Percent revenue exposed: approximately mid-single digit
Major brands: Canada goose
Source: Credit Suisse
5. VF Corporation
Ticker: VFC
Percent revenue exposed: 6%
Major brands: Vans, Timberland, Jansport, The North Face
Source: Credit Suisse
4. PVH Corp
Ticker: PVH
Percent revenue exposed: 7%
Major brands: Calvin Klein, Tommy Hilfiger
Source: Credit Suisse
3. Tapestry Inc.
Ticker: TPR
Percent revenue exposed: 15%
Major brands: Coach, Kate Spade, Stuart Weitzman
Source: Credit Suisse
1. Nike Inc. (tied for first)
Ticker: NKE
Percent revenue exposed: 17%
Major brands: Nike, Converse, Hurley
Source: Credit Suisse
1. Estee Lauder Companies Inc. (tied for first)
Ticker: EL
Percent of revenue exposed: 17%
Major brands: MAC, Estee Lauder, Smashbox
Source: Credit Suisse