Get ahead of market volatility with CFRA’s in-depth thematic research analyzing the impact of evolving tariff policies on the apparel and footwear sector. Using proprietary data and expert insight, this report dives into how top U.S.-listed brands are navigating geopolitical risks and shifting global sourcing strategies in the wake of renewed trade pressures.
What You’ll Learn
- Tariff Impact Breakdown: How newly implemented tariffs from the Trump administration affect apparel and footwear imports from China, Mexico, and Canada.
- Company-Level Exposure: Which companies are best (and worst) positioned to absorb or mitigate tariff risks—featuring analysis of Nike, Lululemon, adidas, Gap, Crocs, and more.
- Shifting Supply Chains: Trends in sourcing diversification away from China, and the role of Vietnam, Indonesia, Cambodia, and Bangladesh.
- Valuation Opportunities: Why current market conditions may present a buying opportunity, with valuations for quality names trading below historical averages.
- Geopolitical Outlook: Forecasts on the sustainability of tariffs and potential for trade policy shifts that could reshape the industry over the next 24 months.
Read the full report and discover why institutional investors are revisiting footwear and apparel names amid misunderstood tariff fears.
