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Investing.com - Although the retail sector appears to be one of the hardest-hit by U.S. President Donald Trump’s aggressive tariffs on China, some of these companies could be insulated from the levies following a multi-year push to diversify the countries they source products from, according to analysts at Telsey Group. Earlier this month, Trump slapped aggressive reciprocal tariffs on a range of countries around the world, arguing that it was necessary to correct longstanding trade imbalances and raise revenues for the U.S. The president later partially delayed many of these levies for 90 days following deep ructions in stock and bond markets. The White House has also temporarily paused the elevated duties on a slew of electronics like computers and smartphones, while Trump has floated potentially granting some car-related tariff exemptions. While the moves have helped to somewhat ease investor anxiety around the tariffs, fears remain around the impact of an ongoing -- and escalating -- trade war with China. Trump has lifted duties on the world’s second-biggest economy to a staggering 145%, while Beijing has retaliated with their own tariffs of 125% on U.S. imports. In a note to clients, the analysts led by Dana Telsey said "hardlines retailers and brands" -- or businesses that sell durable goods with longer lifespans -- face "varying levels of exposure" to the tariffs depending on their product categories and sourcing strategies. Sporting goods, bikes, outdoor and camping equipment sellers have heavy exposure to Chinese products, and will be dented the most by the tariffs, the analysts predicted. However, they noted that the exposure seems to be manageable for footwear manufacturers like Adidas AG (ETR:ADSGN), Nike (NYSE:NKE) and Under Armour (NYSE:UA). Discount retailers, particularly Walmart (NYSE:WMT) and Dollar Tree (NASDAQ:DLTR), also have "significant" exposure to China, they said. Meanwhile, the U.S. furniture industry sources almost half of its products from China and Vietnam, potentially leaving small- and mid-sized firms in the sector vulnerable, they said. The apparel industry is also largely dependent on Asia and China. But they flagged several retail sectors seem to be more protected from the U.S.-China trade spat, including food and beverage, specialty apparel, and the beauty and luxury industries. Home improvement may also be impacted, but the hit could be moderated thanks to a multi-year drive to find sources outside of China in recent years, the analysts added. The Trump administration’s recent halt to the tariffs for many tech-related products also presents a reprieve for some retailers of these items, including e-commerce titan Amazon (NASDAQ:AMZN) and consumer electronics company Best Buy (NYSE:BBY), they said.

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Investing.com -- Canadian retail activity pulled back in May, with sales falling 1.1% to $69.2 billion, according to new data released by Statistics Canada. The decline followed a 0.3% gain in April and was driven by weak performance among motor vehicle and parts dealers, as well as ongoing trade-related pressures. Volume-adjusted sales, which strip out the effects of inflation, shrank by 1.4% in May after climbing 0.5% the month prior. Core retail sales, which exclude motor vehicle and parts dealers and gas stations, were mostly unchanged, after edging up 0.1% in April, suggesting a deceleration in consumer momentum. Motor vehicle and parts dealers recorded the steepest decline among major categories, tumbling 3.6% in May, following strong gains in both March and April. The subsector’s downturn was led by a 4.6% drop in sales from new car dealers, marking their first monthly decrease since February, while auto parts and tire retailers rose 1.7%. Gasoline station and fuel vendor sales fell 1.4% in value and 2.1% in volume, continuing a three-month slide. Meanwhile, core retail subsectors posted a mixed performance, with building material and garden supply stores gaining 1.9% and health and personal care retailers up 0.7%, though food and beverage stores fell 1.2%, weighed down by a 2.9% drop at liquor outlets. The retail sector also continued to feel the strain of heightened trade tensions between Canada and the United States, with 32% of businesses surveyed in May reporting noticeable impacts, down from 36% in April, but still significant. According to Statistics Canada, the most common effects cited by respondents included higher input costs, shifting product demand, and increases in shipping and labor expenses. Regionally, retail sales declined in nine provinces, with Ontario posting the largest fall at 2.1%, led by weak auto sales. Nova Scotia was the only province to see a gain, up 0.3%, bolstered by stronger demand at building supply and garden equipment retailers. E-commerce mirrored the broader pullback, as online retail sales declined 1.7% to $4.3 billion in May, making up 6.2% of total retail trade, compared to 6.3% in April. In April, the sector had fared better, with overall retail sales rising 0.3% and growth reported in six out of nine subsectors. While official figures for June are not yet available, Statistics Canada’s advance estimate suggests a rebound in the making, with a preliminary uptick of 1.6% projected. The agency noted, however, that this estimate is based on just over half of survey responses and will be revised as more comprehensive data becomes available.

Mr. van de week is Anne Coppelmans, advocaat herstructurering insolventie en bij DVDW. Zij is lid van de lustrumcommissie van de JIRA, de Vereniging Jonge Insolventierecht Advocaten. De JIRA bestaat v...

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De retailbranche heeft een moeilijk jaar achter de rug. Verschillende grote ketens kondigden hun faillissement aan, maar ook veel kleine ondernemers hebben moeite zich staande te houden. Kitty Koelemeijer, hoogleraar Marketing en Retail aan de Nyenrode Universiteit beschrijft 2023 als een perfect storm. Het was geen vrolijk jaar.

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Dividend Stocks in the Retail Sector Under $20: Guess? (GES) Stands Out in 2025  Yahoo.co