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S&P 500
CNBC
75 days

Here's how tariffs could affect the price of goods like shoes and sweaters

1. Tariffs may significantly increase consumer prices, especially for apparel. 2. Current 30% tariff could raise sweater and shoe prices by 19%. 3. Proposed 145% tariff may spike prices by 90% for those items. 4. Retailers seek cost mitigation strategies but still face profitability pressures. 5. Retail lobby warns of job losses and GDP impact from tariff costs.

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FAQ

Why Bearish?

Higher tariffs generally lead to increased consumer costs, which can dampen demand, as seen in past tariff increases that pressured earnings during trade disputes.

How important is it?

The ability of retailers to pass on tariff costs could undercut S&P 500 profitability, impacting stock valuations.

Why Short Term?

Immediate price increases will be felt quickly into the consumer market, affecting spending habits and corporate profits soon after implementation.

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