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The advance shipments could lead to an uptick in warehousing costs, cutting into companies’ profit margins, said Jonathan Gold, vice president of supply chain and customs policy at the National Retail Federation in Washington. If retail sales were to soften, retailers could be stuck with excess inventory. Data from the U.S. Commerce Department for December showed retail sales posting their biggest drop in more than nine years and warehouse inventories increasing by the most in more than five years mens designer cufflinks.

Department stores such as Macy’s Inc have already been grappling with inventory issues, said Simeon Siegel, senior equity analyst at Nomura Instinet in New York. Macy’s shares plunged 17.7 percent on Jan. 10 when the retailer cut its fiscal 2018 forecast and have not recovered those losses despite rising last week after the company announced a restructuring. In its earnings conference call last Wednesday, TJX Companies Inc hinted at the potential for an uptick in discounted goods, saying that disruptions resulting from changes in shipments and production could lead to opportunities for the company mens designer cufflinks.

The shift in production away from China could also lead to price increases as demand grows for factories in countries such as Vietnam and Bangladesh, said Rick Helfenbein, president of the American Apparel and Footwear Association in Washington. In December, Calvin Klein parent company PVH Corp warned of such an adverse impact during an earnings conference call mens designer cufflinks. “When you get that bump, factories will raise the prices,” Helfenbein said. “It’s going to happen throughout the supply chain.”..

Likewise, shoe company Crocs Inc stated in a Securities and Exchange Commission filing on Thursday that “it may be time-consuming and expensive for us to alter our business operations in order to adapt to or comply with any such changes.”. Such risks could catch equity investors off guard, market watchers said, given the sanguine outlook on trade. “They’ve priced in a trade deal,” said Alicia Levine, chief strategist at BNY Mellon Investment Management in New York mens designer cufflinks. “All the risks are to the downside now.”..

(Reuters) – Activist investor Barington Capital on Tuesday urged L Brands to separate its Victoria’s Secret and Bath & Body Works businesses, in an effort to turn around the struggling consumer brands owner. Barington urged the company to retain advisers and explore either a spin off of the underperforming Victoria’s Secret brand or take the much financially stronger Bath & Body Works public mens designer cufflinks. The hedge fund also suggested that the role of chairman and chief executive officer be held by separate individuals, an increasingly popular demand by activist investors who feel it would help companies run better..