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Posted: 2025-04-24 22:19:01 UTC
This article contains some claims that remain unverified. While much of the content may be accurate, exercise care when relying on this information.
This article contains some claims that remain unverified. While much of the content may be accurate, exercise care when relying on this information.
Status
Last Updated
2025-04-24 22:19:18 UTC
Verified By
Rollup News
Morgan Stanley analysts predict that the trade war with China could significantly impact the retail sector, with Softlines and Hardlines facing potential EPS declines and price increases.
Softlines (apparel and footwear) could see an average EPS downside of around 35% in 2025.
Hardlines (general retail) might experience an average EPS downside of approximately 33%.
Retailers are likely to implement price increases due to tariff pressures.
Reliance on Chinese supply chains.
Potential EPS decline for Softlines and Hardlines.
Tariff pressures leading to price increases.