With the potential for a rollback of tariffs on "some" consumer goods that China exports to the U.S., Needham analyst Anda Andreeva provided a framework of how to think about the bottom-line impact of the company.
In her coverage, a reduction in tariffs would affect home furnishings named Wayfair Inc (NYSE: W ) and, Overstock.com, Inc (NASDAQ: OSTK ), and Revolve Group, Inc (NYSE: RVLV ) in apparel & accessories.
In this exercise, she conservatively assumed that the companies directly benefit from half of the 25% tariff rollback (vendors keep half) and ... Full story available on Benzinga.com