By focusing on companies that have diversified their supply chains, reduced their exposure to specific regions, or have strategic advantages, investors can protect their portfolios from the uncertainties of tariffs. Barclays recommends keeping an eye on these resilient stocks as they continue to navigate the ever-changing landscape of global trade.
In the midst of escalating uncertainty brought on by President Donald Trump's trade war, Barclays has identified companies that are positioned to weather the storm of tariff volatility. The recent imposition of U.S. tariffs on goods from Canada, Mexico, and China has led to a more than 2% decline in the major stock market averages this week, causing daily fluctuations in stock prices. Amid these trade tensions, Barclays has compiled a list of stocks deemed to be relatively insulated from the challenges posed by tariff barriers.
Market Averages Experience Decline Amid Tariff Implementations
This week has witnessed a more than 2% decrease in the three major stock market averages, triggered by the imposition of U.S. tariffs on goods from Canada, Mexico, and China.
One standout company on Barclays' list is luxury retailer Tapestry, the parent company of Coach and Kate Spade. Despite a more than 8% decline in Tapestry's stock price this week due to concerns over potential price hikes from tariffs impacting consumer spending, the company has demonstrated resilience.
Tapestry's Chief Financial Officer, Scott Roe, disclosed during an earnings call in February that the company had already factored in a 10% tariff on Chinese goods in its forecasts, showing proactive planning to mitigate the impact of tariffs. With no production facilities in Canada or Mexico, Tapestry has positioned itself strategically to navigate through the trade uncertainties.
Stocks React to Ongoing Tariff Negotiations
The stock market has been experiencing daily fluctuations as discussions between the Trump administration officials and foreign leaders persist regarding the tariffs and their terms.
Another company identified by Barclays as well-equipped to handle tariff uncertainties is the agriculture machinery giant Deere & Co. While initially impacted by Trump's announcement of tariffs on food products, Deere's stock rebounded, registering a modest decline for the week and a substantial 12.6% increase year-to-date, outpacing the S&P 500. This resilience underscores Deere's ability to adapt to changing trade dynamics and maintain a competitive edge in the market.
Barclays' List of Tariff-Resistant Stocks
Barclays has compiled a list of stocks that it believes are well-insulated from the challenges posed by tariff barriers, all of which are rated overweight by the bank with an average market capitalization of around $47 billion.
Coca-Cola, the renowned soft drink manufacturer, also made it onto Barclays' list of companies resilient to tariff headwinds. CEO James Quincey's reassurance during the fourth-quarter earnings call about the company's hedging programs to manage the impact of aluminum tariffs reflects Coca-Cola's proactive approach to mitigate potential disruptions. Despite a 2.3% decrease in its stock price for the week, Coca-Cola has seen an 11.8% rise in its shares in 2025, signaling investor confidence in the company's ability to navigate through trade challenges.
Tapestry Emerges as a Strong Performer
Luxury retailer Tapestry, which owns brands like Coach and Kate Spade, has shown remarkable resilience, with its shares surging over 20% in 2025 despite the tariff concerns impacting the retail sector.
Barclays' selection of these companies highlights the importance of strategic planning and resilience in the face of trade uncertainties. By identifying stocks that are less susceptible to tariff fluctuations, investors can potentially mitigate risks and capitalize on opportunities in a volatile market environment.
Deere & Co. Positioned to Weather Tariff Uncertainties
Agriculture machinery company Deere has been identified by Barclays as a company likely to navigate tariff uncertainties successfully, with its stock outperforming the market and remaining relatively stable amidst the tariff developments.
As the trade war initiated by President Donald Trump continues to create uncertainty, Barclays has conducted a screening to pinpoint companies that are less vulnerable to the fluctuations caused by tariffs.
Coca-Cola's Strategic Approach to Tariff Challenges
Coca-Cola, the renowned soft drink giant, has made it to Barclays' list due to its proactive measures to address tariff-related issues, including implementing hedging programs to manage supply and pricing concerns effectively.
