澳洲幸运5开奖号码历史查询

Walmart, Costco Likely To Fare Well Under Tariffs, UBS Says

Customers walking into a Walmart

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Key Takeaways

  • Walmart and Costco likely will be able to attract customers who need groceries, while negotiating competitive prices with vendors amid new tariffs, UBS analysts said.
  • Consumers will still need essentials, which may bode well for other supermarket chains and auto-parts companies, UBS added.
  • Off-price retailers, such as T.J. Maxx and Burlington Stores, are also relatively well-positioned for heightened tariffs, the bank said.

Big retailers with grocery sections, such as Walmart (WMT) and Costco (COST), may be best positioneไd to withstand the latest round of tariffs, UBSꦫ analysts said.

澳洲幸运5开奖号码历史查询:Tariffs unveiled Wednesday affect dozens of countries, which means retailers can't easily bypass import taxes by relocating their production facilities, UBS wrote in a research note Wednesday. As retailers respond by raising prices, consumers are least likely to cut back o♏n essentials like groceries, the analysts sai🐈d.

Large operators, such as Walmart and Costco, will likely benefit because they have the scale needed to negotiate with vendors and offer customers co﷽mpetitive pricing, UBꦦS said.

"These retailers will likely be able to widen their price gaps with their competitors within categories hit by tariffs," the note said. "Ultimately, the longer that the tariffs persist, the more likely it is to drive further 澳洲幸运5开奖号码历史查询:consolidation in retail. This will al♏so benefit those with scale and strong positioning."

Analysts Also Po𒁏int to Strength in Supermarkets, Auto Parts

Costco shares rose about 1% recently Thursday, while Walmart💞 shares were off about the same amount.

Other companies UBS expects to perform well include the supermarket chains Kroger (KR), Albertsons (), and Sprouts Farmers Market (SFM), and companies selling auto parts that consumers need to maintain their cars, such as Autozone (AZO) and O'Reilly Automotive (ORLY).

Off-price retailers Burlington Stores (BURL) and TJX Cos. (TJX), the parent company of TJ Maxx and Marshalls, may also be wise investments, UBS said, adding that these retailers will benefit if the 澳洲幸运5开奖号码历史查询:broader industry can't move as much merchandise due to higher prices.

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  1. UBS. "U.S. Hardlines Retail: Not So Tariff-ic."

  2. UBS. "US Softlines Retail: Tariff Announcement More Negative Than Expected; Buy TJX and BURL."

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