0956 ET - Boot Barn, Birkenstock and On Holding reported this week, all indicating they had room to grow despite tariff fears pressuring their stocks in April. Jefferies analysts say in a note that On's reported strong balance across wholesale and direct-to-consumer signals growth is still in the early stages, the analysts say. Birkenstock is well-run and has room to expand because it's investing in whitespace opportunities such as closed-toe shoes, they say. Boot Barn managed to keep its guidance relatively in line with Wall Street expectations despite factoring in new tariffs costs, making the analysts optimistic it can gain or maintain market share. (katherine.hamilton@wsj.com)

(END) Dow Jones Newswires

May 16, 2025 09:57 ET (13:57 GMT)

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