Jefferies：关税探讨-谁在供应链转移方面领先同行
2025-05-12 03:14
USA | Lifestyle & Growth Platforms TARIFF TALK: Who Has Headstart Moving Supply Chain vs Peers? In our weekly TARIFF TALK, we highlight tariff impact and mitigation commentary for our coverage and co's relevant to our coverage. This week, we call out SN, YETI, GOLF, and RVLV. Themes included 1) Value Engineering Opportunities, 2) Get out of China, 3) Cost-sharing, 5) Strategic Inventory Build, 6) Select Pricing... See last week here. SharkNinja (SN): YETI Holdings (YETI): Acushnet (GOLF): Revolve (RVLV): Ra ...