Dollar Stores and Home Goods Retailers Face High Tariff Risk from China Trade War

Five Below has the most exposure to China tariffs at over 50% of goods produced there. Dollar Tree also high risk at just under 20%.

Target and Walmart have great exposure but more scale and pricing power than other retailers.

Floor & Decor, Williams-Sonoma, and RH have highest mix of direct China imports for hardlines.

Sporting goods companies have larger China sales at risk of consumer backlash if US-China trade war heats up.

Top companies by estimated China import exposure are Five Below, Ollie's, Best Buy, Williams-Sonoma, and RH with percentages from 55% to 15%.