1210 ET - With markets reeling after President Trump's latest tariff announcements, investors have over-corrected on some retail stocks, UBS analysts say in a research note. They say consolidation tends to accelerate during periods of disruption, so retailers like Dick's Sporting Goods could stand to benefit amid a fragmented sporting goods retail industry. Similarly, Target will see gains from the closure of retailers like Joann Fabrics and Big Lots and as a flurry of retailers fail to survive in this new environment, the analysts say. Target will likely revise down its guidance with its 1Q print, but the stock already reflects this, the analysts say. (kelly.cloonan@wsj.com)
(END) Dow Jones Newswires
April 07, 2025 12:10 ET (16:10 GMT)
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