- A slowdown at West Coast ports continues to impact the retail sector as negotiations between dockworkers and shippers progresses slowly.
- Fast-fashion firms (OTCPK:HMRZF, OTCPK:FRCOY, OTCPK:IDEXY) and apparel sellers (LULU, ANN, GPS, KATE, ANF) are most at risk notes, Cowen Research.
- Inventory dislocation in the sector could boost TJX Companies (NYSE:TJX) and Ross Stores (NASDAQ:ROST).
West Coast port slowdown still a factor in retail
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