Whether they invest or not, most Americans get tired of Tariff conversationIn addition to the prospects of significantly higher prices, the field is unclear about what tariff level will be applied to which country.
For example, China It stands in front of the largest tariffs. At some point, President Trump He threatened the country 145% of tariffsSince then, this was returned, but the president made it clear that (so far) the tariffs will not be 0%.
This is a wide range of results for companies. Many retailers went around this, front by the goods in anticipation of tariffs. But this will only stretch to this day. This will especially affect Odgetel companies which have most of their supply chains in China or in other Asian countries. Even at the same time, these companies operate on a cramped margin, which makes it impractical for setting operations.
With this in mind, it is important to know which retail shares have a significant impact China and other Asian countriesThe field is so with three shares on this list. For this reason, investors may want to wait when, when, if more than the details of tariffs are available before taking up the position.
The American eagle can be cheap because
American eagle outfitters today
American Eagle Outfitters
As of 04/30/2025 20:59
- 52-week range
- $ 9.45
▼
$ 25.15
- Dividend yield
- 4.75%
- P/e ratio.
- 9.00
- Value is valuable
- $ 15.50
At a time when many shares have been overestimated, investors cannot say that the American Eagle Outfitters Inc. NYSE: AEOThe rally field is traded in The ratio of the price of obtaining (p/e) only 9.14And it forward P/E is about 6x. These are low numbers even according to the past standards of the company. And analysts forecasts to the market give shares Consensus target price of $ 15.5045% profit from your price at the time of writing this article.
Nevertheless, there are times when the shares are cheap for reason. And this seems one of those times. Over the past 12 months, AEO shares have decreased by 33% in 2025 and by 55%. Revenues and income were in order, although growth slows down. A broader problem is the exposure of the company in Asian countries for its production. As of April 2025, American Eagle uses 101 factories in China To get its goods. It also relies on 67 objects in Vietnam as well as other Asian countries.
The good news is that the transactions are probably with many of these countries pretty soon, with the exception of China. Nevertheless, with such a large number of impact on China, the short -term prospects for AEO shares make it a complex purchase.
Levy Strauss may not fit the best right now
Levi Strauss & Co. Today
Levi Strauss & Co.
As of 04/30/2025 20:59
- 52-week range
- $ 12.17
▼
$ 24.34
- Dividend yield
- 3.25%
- P/e ratio.
- 30.77
- Value is valuable
- $ 19.45
Levi Strauss & Co. NYSE: Levy had misfortune Income message April 7, 2025Immediately after Tariff adThe company, known for its cult jeans, put forward solid numbers, and the action bounced from its 52-week minimum. But the exposition of the company to Asian countries, such as China, Cambodia and Vietnam, put it in front of them and the center for tariff negotiations.
However, like the American Eagle, Levi Strauss shares are traded with an attractive P/E ratio, which is much lower than its historical average. The company also pays dividends that give 3.3% At the time of writing the article. The payment coefficient of 58% is slightly increased, but now the dividend seems safe.
Analysts give Levi Spock a moderate purchase rating with Consensus target price of $ 19.18 which is 21%. An announcement of a trading transaction with such a country as Vietnam can become an immediate rise in shares, but negotiations about it take longer than expected, investors should expect longer pressure down.
Tariffs – only the last counterclaim for the VF Corporation
VF today
As of 04/30/2025 20:59
- 52-week range
- $ 9.41
▼
$ 29.02
- Dividend yield
- 3.02%
- Value is valuable
- $ 21.40
VF Corporation NYSE: VFC is the maternal company of famous brands of clothing and shoes, including Northern face, vans, Timberland, And DickyThe rally field was a strong performer among the names of clothing until February 2025 Discretion costsField
VF will be one of the most susceptible to tariffs. The company is approximately 600 factories in China and VietnamThe VF field will look for solutions, but they will attract countries with lower tariffs, and not move production back to the United States.
This double counterclaim appears in recent analysts. Bye Consensus price $ 21.70 CITIGROUP INC. NYSE: C.IN Piper Sandlerand Goldman Sachs Group Inc. NYSE: GS They sharply reduced their price goals in April 2025.
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