These stocks are best insulated from Trump tariffs, according to Barclays

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These stocks are best insulated from Trump tariffs, according to Barclays

Amid heightened uncertainty from President Donald Trump’s trade war, Barclays screened for companies that are more shielded from tariff volatility. The three major stock market averages are down more than 2% so far this week as U.S. tariffs on goods from Canada, Mexico took effect and those on China were raised. Stocks have seesawed daily as Trump administration officials and foreign leaders continue to talk through the tariffs and negotiate their exact conditions. With this in mind, Barclays built a list of stocks they believe are the most insulated from tariff barrier headwinds. All are rated overweight at the bank and their average average market capitalization is around $47 billion. Here are some of the names that showed up on Barclays screen: Luxury retailer Tapestry — owner of Coach and Kate Spade — is one of the stocks on the list. Shares have soared more than 20% in 2025, hitting an all-time high in February, following strong quarterly results and forward guidance. During the company’s earnings call on Feb. 6, chief financial officer Scott Roe noted that Tapestry’s internal forecasts already included the expectation of an additional 10% tariffs on goods from China coming into the U.S. Tapestry does not have any production in Canada or Mexico, he added. To be sure, Tapestry has declined more than 8% this week amid a broad drawdown in retail stocks over worries that higher prices from tariffs will pressure consumer spending. TPR YTD mountain Tapestry shares in 2025 Agriculture machinery company Deere is another company Barclays believes will fare better under tariff uncertainties. The stock took a hit earlier in the week after Trump announced that tariffs would apply to food products. However, shares reversed course and briefly jumped as much as 3.3% Thursday, putting the stock down less than 1% for the week. Shares are up 12.6% year to date, far outperforming the S & P 500. DE 1D mountain Deere & Co. on Thursday Soft drink giant Coca-Cola also made the cut. Asked about the affect of aluminum tariffs, CEO James Quincey said on the company’s fourth-quarter earnings call that Atlanta-based Coke has “hedging programs in place that look to assure supply and price going out” into the future to address tariffs and other macroeconomic uncertainties. “I think we’re in danger of exaggerating the impact of the 25% increase in the aluminum price relative to the total system,” Quincey said. “It’s not insignificant, but it’s not going to radically change a multibillion dollar U.S. business. And packaging is only a small component of the total cost structure. So firstly, it’s not a multimillion dollar – billion dollar problem relative to the input cost. It’s a much more manageable number,” the CEO said. Shares are down 2.3% for the week, but remain 11.8% higher in 2025. KO YTD mountain Coca Cola shares in 2025

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