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Q2 2025 U.S. Retail Preview: Retailers Shift Supply Chains Amid Tariff Pressures

Source: SeekingAlpha

2025-08-07 05:40:00 ET

By Jharonne Martis

The LSEG U.S. Retail and Restaurant Q2 earnings index, which tracks changes in the growth rate of earnings within the sector, is expected to show a 5.7% growth over last year’s levels. Our metrics show that five of 10 consumer-related industries have turned negative (Exhibit 1)....

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Q2 2025 U.S. Retail Preview: Retailers Shift Supply Chains Amid Tariff Pressures
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