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15 handpicked stocks

Global Sportswear's Tariff Test

Puma's recent profit warning, triggered by U.S. tariffs and declining sales, has sent shockwaves through the sportswear sector. This event highlights a critical investment theme focused on how global apparel companies are navigating geopolitical trade risks and shifting consumer markets.

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Author avatar

Han Tan | Market Analyst

Updated today | Published at July 25

Top Picks from This Group

Here are a few of the assets in this group. Create an account to unlock the full list.

NKE

Nike, Inc.

NKE

Current price

$76.97

Global athletic footwear and apparel leader with strong brand recognition and diversified supply chain operations.

LULU

Lululemon Athletica Inc.

LULU

Current price

$198.46

Premium athletic apparel company focused on yoga and fitness wear with loyal customer base and direct-to-consumer strength.

UAA

Under Armour, Inc.

UAA

Current price

$5.17

Performance athletic wear company working to rebuild market position and optimize global operations amid competitive pressures.

About This Group of Stocks

1

Our Expert Thinking

Trade tensions and tariffs are reshaping the global sportswear landscape. While some companies struggle with supply chain disruptions and higher costs, others with more resilient operations and diversified manufacturing could emerge stronger. This creates opportunities for market share shifts among athletic apparel giants.

2

What You Need to Know

These are established sportswear and apparel companies with global reach, from athletic giants to lifestyle brands. They face varying degrees of exposure to international trade policies, supply chain risks, and changing consumer preferences. Success depends on operational flexibility and brand strength during uncertain times.

3

Why These Stocks

Each company was selected for its position in the athletic and casual wear market during this period of trade uncertainty. Professional analysts identified these stocks as representing different approaches to navigating tariff challenges, from supply chain diversification to brand resilience strategies.

12 Month Growth Potential

Use the growth calculator to see how much investing in these assets could return over one year.

If you invested across these assets:

in 12 months it could be worth:

$1,000.00

+33.84%

Group Performance Snapshot

33.84%

Average 12 Month Profit

On average, analysts expect assets in this group to grow 33.84% over the next year.

11 of 15

Stocks Rated Buy by Analysts

11 of 15 assets in this group are rated Buy by professional analysts.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Why You'll Want to Watch These Stocks

Market Share Up for Grabs

When major players stumble due to tariff pressures, it creates openings for competitors with stronger operations. Companies with resilient supply chains could capture significant market share during this disruption.

🎯

Trade War Winners Emerging

Not all sportswear companies are equally exposed to tariff risks. Those with diversified manufacturing and smart supply chain strategies are positioned to outperform while others struggle with rising costs.

🔍

Hidden Value in Uncertainty

Market volatility from trade tensions often creates pricing inefficiencies. Professional investors are watching for quality companies trading at discounts due to broader sector concerns rather than company-specific issues.

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