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- These 16 retail stocks could get slammed by Trump's latest tariffs on China
These 16 retail stocks could get slammed by Trump's latest tariffs on China
16. Hanesbrands
15. Tapestry
Ticker: TPR
% of total COGS imported from China: 3%
Est. annualized impact on 2019 EPS: -$0.01
Source: Credit Suisse
14. Under Armour
Ticker: UAA
% of total COGS imported from China: 9%
Est. annualized impact on 2019 EPS: -$0.03
Source: Credit Suisse
13. Revolve
Ticker: RVLV
% of total COGS imported from China: 13%
Est. annualized impact on 2019 EPS: -$0.03
Source: Credit Suisse
12. Ulta
Ticker: ULTA
% of total COGS imported from China: 1%
Est. annualized impact on 2019 EPS: -$0.04
Source: Credit Suisse
11. Capri Holdings
Capri includes brands such as Versace, Jimmy Choo, and Michael Kors
Ticker: CPRI
% of total COGS imported from China: 4%
Est. annualized impact on 2019 EPS: -$0.04
Source: Credit Suisse
10. Estee Lauder
Ticker: EL
% of total COGS imported from China: 7%
Est. annualized impact on 2019 EPS: -$0.04
Source: Credit Suisse
9. Lululemon
Ticker: LULU
% of total COGS imported from China: 6%
Est. annualized impact on 2019 EPS: -$0.05
Source: Credit Suisse
8. VF Corporation
Ticker: VFC
% of total COGS imported from China: 7%
Est. annualized impact on 2019 EPS: -$0.06
Source: Credit Suisse
7. Nike
Ticker: NKE
% of total COGS imported from China: 10%
Est. annualized impact on 2019 EPS: -$0.08
Source: Credit Suisse
6. Nordstrom
Ticker: JWN
% of total COGS imported from China: 6%
Est. annualized impact on 2019 EPS: -$0.19
Source: Credit Suisse
5. Macy's
Ticker: M
% of total COGS imported from China: 8%
Est. annualized impact on 2019 EPS: -$0.22
Source: Credit Suisse
4. PVH Corporation
Ticker: PVH
% of total COGS imported from China: 7%
Est. annualized impact on 2019 EPS: -$0.24
Source: Credit Suisse
3. Ralph Lauren
Ticker: RL
% of total COGS imported from China: 15%
Est. annualized impact on 2019 EPS: -$0.26
Source: Credit Suisse
2. Gap Inc
Ticker: GPS
% of total COGS imported from China: 17%
Est. annualized impact on 2019 EPS: -$0.26
Source: Credit Suisse
1. Kohl's
Ticker: KSS
% of total COGS imported from China: 15%
Est. annualized impact on 2019 EPS: -$0.64
Source: Credit Suisse
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