5 Consumer Stocks That Hit 52-Week Lows Last Week On Trump's Tariff Shockwaves

U.S. President Donald Trump announced sweeping tariffs last week, sending global markets into a tailspin. The fallout continues as markets open on Monday.

Trump announced a base 10% tariff hike on most of the country's trading partners, raising the net effective tariff rate to over 50% for a few nations.

While almost all sectors took a hit, retailers and consumer-facing companies are reeling more prominently as they fear the potential hike to consumer prices of their products will directly hurt sales.

The Consumer Staples Select Sector SPDR fund (XLP) and the Consumer Discretionary Select Sector SPDR fund (XLY), which track the performance of consumer companies, fell 2.4% and 7.2%, respectively, last week.

Here are five consumer stocks that fell to a 52-week or a multi-year low in this period:
 

Wendy's Co. (stock down 18.4% year to date)

Shares of the iconic burger chain closed 5.5% lower on Friday, registering their worst intraday performance since October.

The stock is now down to a nearly five-year low of $13.30.

At the company level, the management is banking on several innovations to keep the demand upbeat. Wendy's is expanding its AI-powered drive-through and will launch burgers with "thick cut" bacon and beverages with chocolate and vanilla swirls.
 

Chipotle Mexican Grill, Inc (down 21.6% YTD)

CMG shares dropped 5.5% to $47.29 on Friday, their lowest point since January last year.

The American fast-food chain, however, is seeing momentum in its business, thanks partly to new menu items like Chipotle Honey Chicken (CHC).

In recent months, the company has seen upgrades from various brokerages, including Morgan Stanley and RBC Capital Markets, which has recently lifted the sentiment among retail investors.
 

Estee Lauder Cos. Inc (down 29.4% YTD)

Shares of the popular makeup, fragrances, and body care company fell 9% to $52.93, their lowest level since late 2011.

Investors in EL are particularly concerned because its range, which includes beauty products under the MAC and Bobby Brown brands, is already considered pricey. Due to high inflation, consumers have been cutting down on discretionary purchases recently.

Estee Lauder faces further pressure from a class action lawsuit, which a judge allowed to proceed just last week.

Best Buy Co. Inc. (down 29.6% YTD)

Shares of the big box retailer fell about 22% in the final two days of last week. At $60.44, the stock is at its lowest level since November 2023.

The drop came after Citi flagged Best Buy as one of the two companies in its consumer companies portfolio that it saw as the top casualty of Trump's trade tariffs.

Best Buy is a major electronics retailer selling consumer tech products, appliances, and services through stores and online.
 

Target Corp (down 29.2% YTF)

TGT shares 7.7% last week, marking the ninth week of declines. At $95.72, the stock is at its lowest level in nearly five years.

The company, one of the oldest retail chains offering clothing, electronics, and groceries, saw selling pressures as investors predicted price hikes, which would push away its core base of value-conscious buyers.

On the other hand, Target's appeal continues to hold in some quarters of the market as one of the key dividend-paying stocks.
 

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