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Barclays Flags Macy's, Kohl's Risks During Consumer Weakness; Highlights Gildan, Levi's For Strength

Market Impact

Shivani Kumaresan

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April 28, 2025

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Benzinga

Barclays analyst Paul Kearney initiated coverage on Gildan Activewear, Macy's, Columbia Sportswear, Carter's and Kohl's, with mixed ratings and price forecasts. Despite strong U.S. consumer trends, Kearney remains cautious, citing market volatility and tariff risks impacting apparel sales into 2026.

Latest Ratings for PVH

DateFirmActionFromTo
Mar 2022WedbushDowngradesOutperformNeutral
Dec 2021Truist SecuritiesInitiates Coverage OnHold
Dec 2021Morgan StanleyMaintainsOverweight

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