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

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

Date Firm Action From To
Mar 2022 Wedbush Downgrades Outperform Neutral
Dec 2021 Truist Securities Initiates Coverage On Hold
Dec 2021 Morgan Stanley Maintains Overweight

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