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Stock impact report

Tariffs Test Margins, Campaigns Fuel Traffic: Can AEO Balance Both? [Yahoo! Finance]

Boot Barn Holdings, Inc. (BOOT) 
Last boot barn holdings, inc. earnings: 2/4 04:10 pm Check Earnings Report
Company Research Source: Yahoo! Finance
These headwinds weighed on gross margins despite disciplined inventory management and pricing actions. Management highlighted that tariffs are expected to impact gross profit by $20 million in third-quarter fiscal 2025 and by $40-$50 million in fourth-quarter fiscal 2025. On the last earnings call, the company noted that the previously estimated unmitigated annual tariff impact of $180 million is now reduced to $70 million, due to freight optimization, cost negotiations with vendors and balancing country of origin. The company remains focused on its plan to make the supply chain more efficient and to optimize expenses and gross margin. Despite margin pressures, the company's strategic campaigns featuring Sydney Sweeney and Travis Kelce have generated unprecedented new customer acquisition and strong positive traffic throughout the third quarter, with a staggering 40 billion impressions, and for these factors, the company also witnessed record Labor Day results. American Eagle ha Show less Read more
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