Whether they invest or not, most Americans are tired Talk about customs. Beyond the significantly higher price outlook, investors are unsure of which levels of tariffs will apply to which countries.
for example, China A position facing the greatest tariffs. At some point, President Trump It threatened the country 145% tariff. It’s back since then, but the president has made it clear that (for now) tariffs are not 0%.
This is a broad outcome that businesses should consider. Many retailers have avoided this by front-loading items in anticipation of tariffs. But that only grows to date. This has a particularly impact Apparel Company Many of the supply chains exist in China and other Asian countries. Still, these companies operate with unrealistic margins for land-based operations.
With that in mind, it’s important to know which retail stocks are exposing significantly. China and other Asian countries. There are three stocks on this list. So investors may want to wait, and how long, before taking the position, until more tariff details are available.
American Eagles may be cheaper for reasons
Today’s American Eagle Outfitters
American Eagle Outfitters
As of 04/29/2025, 03:59 PM Eastern
- 52 weeks range
- $9.45
▼
$25.15
- Dividend yield
- 4.64%
- P/E ratio
- 9.21
- Price target
- $15.50
When many stocks are overvalued, investors can’t say anything about American Eagle Outfitters Inc. NYSE: aeo. Stocks trade at a Price-to-Revenue (P/E) ratio of just 9.14and its forward P/E is about 6 times. These are low figures, even by the company’s past standards. And what analysts predict on MarketBeat is a stock Consensus price target of $15.50earning 45% from the price at the time of writing.
However, the reason is that the stock price may be low. And this seems to be one of those times. AEO shares have fallen 33% in 2025 and 55% in the past 12 months. Growth is slower, but revenue and revenue are doing well. The bigger problem is that the company is exposed to Asian countries for its manufacturing. As of April 2025, American Eagle uses 101 factories in China Procuring the product. It also depends 67 facilities in Vietnam Like other Asian countries.
The good news is that, with the exception of China, there is a high chance that deals will be made with many of these countries quite soon. However, with so many exposures in China, the short-term outlook for AEO stocks makes it a tough purchase.
Levi Strauss may not be the best right now
Levi Strauss and Company today
Levi Strauss & Co.
- 52 weeks range
- $12.17
▼
$24.34
- Dividend yield
- 3.29%
- P/E ratio
- 30.38
- Price target
- $19.45
Levi Strauss & Co. NYSE: Levy There was a misfortune of Reported revenues for April 7, 2025immediately after that Customs Tax Announcement. The company, known for its iconic jeans, posted solid figures and its stock bouncing off its 52-week low. However, the company has placed exposure to Asian countries such as China, Cambodia and Vietnam at the heart of the tariff talks.
However, like American Eagle, Levistraus stocks trade at an attractive P/E ratio that is well below the historic average. Company pays too Dividends that bring 3.3% At the time of writing. The payout rate at 58% has risen slightly, but the current dividends look safe.
Analysts Give Levi stocks a medium purchase rating Consensus price target of $19.18 This is a 21% profit. Announcement of trade agreements with countries like Vietnam could be an immediate lift in stocks, but negotiations take longer than expected. Investors should expect long-term downward pressure.
Customs duties are just the latest headwinds of VF Corporation
Today’s VF
As of 04/29/2025, 03:59 PM Eastern
- 52 weeks range
- $9.41
▼
$29.02
- Dividend yield
- 3.08%
- Price target
- $21.40
VF Corporation NYSE: VFC It is the parent company of famous apparel and footwear brands. The North Face, Van, Timberland, and Dicky. The stock was a strong performer in the apparel name until February 2025. However, the company is currently facing challenges in multiple ways, starting with a year-over-year decline, which could indicate that consumers are beginning to pull back. Discretionary expenditure.
VF will be one of the most affected by customs duties. The company has almost 600 factories in China and Vietnam. VFs look for solutions, but they involve countries with low tariff rates where production is not returned to the US.
This double headwind has been featured in recent analyst ratings. on the other hand Consensus price of $21.70 Citigroup Inc. NYSE: c, Piper Sandlerand Goldman Sachs Group Inc. NYSE: GS We significantly reduced our price target in April 2025.
You’ll want to hear this before considering VF.
MarketBeat tracks the top rated and best-performing research analysts on Wall Street, as well as stocks they recommend to their clients every day. MarketBeat quietly whispered to clients before the broader market emerged, identifying five stocks to buy now…and VF was not on the list.
Currently, VF has a hold rating among analysts, but top rated analysts believe these five stocks are better purchases.
Here we show 5 stocks
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