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Retailers to face cost struggle if tariffs on China increase: Oppenheimer's Nagel
Youtube·2025-10-10 21:04

Retail, one of the sectors worst slam today on tough talk from President Trump on China tariffs. The XRT ETF posting its worst day since May, worst week of the year. Some of the hardest hit names, Five Below, Estee Lauder, Best Buy, and Capri.Let's bring in Oenheimer senior analyst Brian Nagel. And Brian, you you had been saying tariff driven price hikes were moderating. How much of a concern is this uh latest dust up.>> Well, good afternoon. Now, that's interesting. So, you're referring to uh just this mor ...