Stock analysis posts tagged "tariffs" from Openbook.
AutoZone Q4 EPS rose 15.1% to $56.05 on domestic comps of just 1.6%, and the shares gained about 6%. How much of the margin gain was tariff refunds and LIFO?
Lululemon cut its full year revenue guidance for the second time in three months and the shares fell about 18% after hours, to an eight year low.
Strip the USD 0.60 tariff refund out of Ross Stores' Q2 and the beat becomes ordinary. The 10% traffic-led comp is the part that actually recurs.
The record first half trade numbers did not test the tariff regime. The largest duties of 2026 took effect after the measurement window closed, and roughly a third of the growth was price, not goods.