Barclays analyst Paul Kearney initiated coverage on Gildan Activewear, Macy's, Columbia Sportswear, Carter's and Kohl's, with mixed ratings and price forecasts. Despite strong U.S. consumer trends, Kearney remains cautious, citing market volatility and tariff risks impacting apparel sales into 2026.
A company that generates cash isn’t automatically a winner.
Some businesses stockpile cash but fail to reinvest wisely, limiting their ability to expand.
Analysts and investors have taken a cautious view on retail companies, which they think are widely exposed to tariff risks, but some stocks could be trading at a bargain.
The Kohl’s Corporation Companies cut its dividend because of intense competition, inflation, and a stressed customer. Comparable sales are now negative, and tariffs will affect the firm’s results.
Shares of department store chain Kohl’s (NYSE:KSS)
fell 25.6% in the morning session after President Trump announced "reciprocal tariffs" on all US imports, set at a minimum rate of 10%.
President Donald Trump's sweeping new trade tariffs sent shockwaves through global markets on Thursday, triggering a massive sell-off that echoed the COVID-19 pandemic-era routs, as investor risk appetite vanished in a flash.
Kohl's Corporation (NYSE: KSS) shares are slightly lower in premarket trading as the company prepares to close 27 underperforming stores and undergo a major restructuring.
Americans have been dealing with the rising costs of housing, groceries and transportation for years. A slew of new data suggests the formerly resilient U.S. consumer may be starting to crack.
Kohl's shares have dropped by around 30% in March. The stock is down following a disappointing earnings report that revealed a 9.4% drop in Q4 net sales.
Kohl's stock had high hopes with the incoming CEO and the kitchen sink quarter setting the bar low, but after posting gloomy 2025 guidance investors are stumped
