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Tariffs

Athletic apparel retailer Lululemon (NASDAQ:LULU) reported Q4 CY2025 results exceeding the market’s revenue expectations, but sales were flat year on year at $3.64 billion. On the other hand, next quarter’s revenue guidance of $2.42 billion was less impressive, coming in 2.1% below analysts’ estimates. Its GAAP profit of $5.01 per share was 4.8% above analysts’ consensus estimates.

LULU Q4 Deep Dive: Tariffs, U.S. Traffic, and Margin Pressures Shape Outlook

Athletic apparel retailer Lululemon (NASDAQ:LULU) reported Q4 CY2025 results exceeding the market’s revenue expectations, but sales were flat year on year at $3.64 billion. On the other hand, next quarter’s revenue guidance of $2.42 billion was less impressive, coming in 2.1% below analysts’ estimates. Its GAAP profit of $5.01 per share was 4.8% above analysts’ consensus estimates.
StockStory 4h ago
LULU
Trump tariffs live updates: Trump waives Jones Act shipping law to help ease energy prices

Trump tariffs live updates: Trump waives Jones Act shipping law to help ease energy prices

As the US pursues new tariffs on nations with which it trades, the White House is also grappling with soaring energy costs as a result of the geopolitical supply shock in the Middle East.
LIVE
Yahoo Finance 9h ago
COST
FDX
Macy’s Rises on Outlook Despite Caution on Iran, Tariffs

Macy’s Rises on Outlook Despite Caution on Iran, Tariffs

The department-store operator expects net sales as high as $4.63 billion in the first quarter, above the average estimate of analysts compiled by Bloomberg. Comparable sales, which measures revenue from stores that have been open at least a year and from online, will increase as much as 1.5% in the period, also above estimates. “We see a resilient consumer that continues to shop for newness and for fashion, particularly in the middle to upper income,” Chief Executive Officer Tony Spring said in an interview.
Bloomberg 9h ago
M
Macy's posts strong Q4 results but a reserved outlook reflects uncertainty around tariffs, Iran war

Macy's posts strong Q4 results but a reserved outlook reflects uncertainty around tariffs, Iran war

Macy’s reported stronger-than-expected profits in the crucial fourth-quarter and comparable sales rose again. The department store said an overhaul of its merchandise and improved customer service led to more spending by shoppers. The company, which also operates upscale Bloomingdale's and the beauty chain Bluemercury, offered a mixed outlook for the year — projecting sales above Wall Street expectations, but a conservative outlook on profits.
Associated Press Finance 12h ago
M
Trump’s tariffs are hurting American manufacturers instead of helping them

Trump’s tariffs are hurting American manufacturers instead of helping them

Jay Allen is a fan of President Donald Trump, and voted for him on the belief that the Republican would cut taxes and trim regulations, helping his manufacturing business in northeast Arkansas. The import taxes have raised the costs of engines, steel, gearboxes and clutches made abroad that Allen needs to build power trowels that can sell for up to $100,000 each. Allen’s experience embodies a growing body of evidence that the tariffs that Trump said would help American factories are, in fact, squashing many of them.
Associated Press Finance 19h ago
AAPL
GM
Boards protected CEO bonuses as tariffs threatened business. Now, as Iran disrupts trade, CEOs may get more protection

Boards protected CEO bonuses as tariffs threatened business. Now, as Iran disrupts trade, CEOs may get more protection

An exclusive analysis of 50 companies found CEOs in the lowest-performing tier still collected 87% of their target bonuses last year—and boards may start adding more comp safety nets to protect from Iran economic impact.
Fortune 1d ago
AAPL
Trump tariffs have cost automakers more than $35 million so far

Trump tariffs have cost automakers more than $35 million so far

Tariffs have cost automakers at least $35 billion since 2025. Toyota faces the biggest single bill
Quartz 2d ago
TM
GM
AOUT Q4 Deep Dive: Tariffs and Inventory Actions Weigh on Margins as Outdoor Brands Pivot

AOUT Q4 Deep Dive: Tariffs and Inventory Actions Weigh on Margins as Outdoor Brands Pivot

Recreational products manufacturer American Outdoor Brands (NASDAQ:AOUT) reported Q4 CY2025 results beating Wall Street’s revenue expectations, but sales fell by 3.3% year on year to $56.58 million. Its non-GAAP profit of $0.12 per share was 41.2% above analysts’ consensus estimates.
StockStory 2d ago
AOUT
Asia scrambles to respond to Trump’s sweeping Section 301 trade probes, which could pave the way for new tariffs

Asia scrambles to respond to Trump’s sweeping Section 301 trade probes, which could pave the way for new tariffs

China calls the two new probes a "typical protectionist act." Malaysia said its U.S. trade deal was now "null and void."
Fortune 2d ago
If President Trump Successfully Raises the Global Tariff Rate to 15%, These Stocks Could Take a Hit

If President Trump Successfully Raises the Global Tariff Rate to 15%, These Stocks Could Take a Hit

Tariffs are taxes generally paid by importers at first -- and then by consumers.
Motley Fool 3d ago
NVDA
INTC
Allies to Trump: We’ll Live With Tariffs, Just Don’t Make Them Any Higher

Allies to Trump: We’ll Live With Tariffs, Just Don’t Make Them Any Higher

Countries are pushing the president to stick to deals made last year, and some are bristling at U.S. allegations of unfair trade practices.
The Wall Street Journal 4d ago