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Articles›Tagged: tariffs

#tariffs

Stock analysis posts tagged "tariffs" from Openbook.

A pair of sturdy warehouse shelves, one packed with new unopened boxes and the other with a few scattered older packages, standing in a freshly expanded storeroom lit by morning light
Market Spotlight

Is AZO Stock a Good Investment? AutoZone Earnings, Valuation and Key Risks

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?

Jack Green·23 Sept 2026
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Market Spotlight

Lululemon (LULU): Outlook Cut Sends Shares to an Eight Year Low

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.

Jack Green·4 Sept 2026
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Market Spotlight

Ross Stores Q2 Results: What Is Left After the Tariff Refund

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.

Jack Green·22 Aug 2026
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Saturday Special

Global Trade Did Not Beat The Tariffs, It Has Not Met Them Yet

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.

Jack Green·15 Aug 2026
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