Baird分析师预计本周都市服饰、Bath & Body Works Inc.、Gap, Inc和柯尔百货的最新季度业绩将基本符合预期。分析师的理由是：消费者需求趋势保持稳定且具备韧性，尽管6月份有所疲软，但整个7月份都在改善。
不过，分析师在研究报告中表示，这些零售商对下半年的展望可能会倾向于保守，原因是关税如何影响本个假日季节可选消费支出存在不确定性。与此同时，关税可能继续对利润率构成压力。
分析师对都市服饰持乐观态度，看好其同名品牌的持续转型，对Bath & Body Works Inc.也持积极看法，认为存在推动营收增长加速的动力。他们对Gap, Inc和柯尔百货保持观望态度，因为这两家公司面临较高的短期关税风险。
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