Geopolitics Alpha

3 Retail Stocks With Heavy Import Exposure and a Tariff Refund Catalyst

Published . Updated .

3 Retail Stocks With Heavy Import Exposure and a Tariff Refund Catalyst Simply Wall Street

Directly affected

  • No company is named in this report.

Indirectly affected

  • XLE Energy Select Sector SPDR

    Energy prices move when sanctioned supply is blocked

  • USO United States Oil Fund

    This fund moves with oil prices

  • XOM Exxon Mobil

    Oil producers move when sanctioned barrels leave the market

  • CVX Chevron

    Oil producers move when sanctioned barrels leave the market

  • AAPL Apple

    Sales and supply chains are exposed to a new tariff

  • NKE Nike

    Sales and supply chains are exposed to a new tariff

  • SLB SLB

    Oilfield work in sanctioned regions can be cut off

  • GLD SPDR Gold Shares

    Gold is a usual haven when a conflict or sanction escalates

  • LMT Lockheed Martin

    Defense contractors get more work when conflict spending rises

  • SPY SPDR S&P 500

    The broad market moves when a major sanction lands

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
XLE———————
USO———————
XOM———————
CVX-3.45%-1.61%—+1.30%+3.29%+2.02%+4.63%
AAPL-2.15%-0.18%—+0.08%+0.58%+0.25%+0.69%
NKE-2.07%-1.67%—+0.01%-0.06%+5.18%+5.05%
SLB———————
GLD+0.03%-0.93%—-0.14%-1.62%+0.13%-0.03%
LMT-0.43%-0.82%—-1.60%+1.95%+4.06%+7.83%
SPY———————

3 Retail Stocks With Heavy Import Exposure and a Tariff Refund Catalyst Simply Wall Street

Source: Simply Wall Street

The price since 12 Oct 2026: Brookstone Growth Stock Etf (BAMG) versus the S&P 500

CompanyWhenMoveStatus
AAPLthat day+0.08%final price
AAPLthe next day+0.58%final price
AAPLtwo days later+0.25%final price
AAPLthree days later+0.69%final price
AAPLthree days earlier-0.18%final price
AAPLfive days earlier-2.15%final price
CVXthat day+1.30%final price
CVXthe next day+3.29%final price
CVXtwo days later+2.02%final price
CVXthree days later+4.63%final price
CVXthree days earlier-1.61%final price
CVXfive days earlier-3.45%final price
GLDthat day-0.14%final price
GLDthe next day-1.62%final price
GLDtwo days later+0.13%final price
GLDthree days later-0.03%final price
GLDthree days earlier-0.93%final price
GLDfive days earlier+0.03%final price
LMTthat day-1.60%final price
LMTthe next day+1.95%final price
LMTtwo days later+4.06%final price
LMTthree days later+7.83%final price
LMTthree days earlier-0.82%final price
LMTfive days earlier-0.43%final price
NKEthat day+0.01%final price
NKEthe next day-0.06%final price
NKEtwo days later+5.18%final price
NKEthree days later+5.05%final price
NKEthree days earlier-1.67%final price
NKEfive days earlier-2.07%final price
SPY

Who gains and who loses around Brookstone Growth Stock Etf (BAMG)

Companies mentioned with this story

  • BAMG Brookstone Growth Stock Etf

    In “3 Retail Stocks With Heavy Import Exposure and a Tariff Refund Catalyst,” Brookstone Growth Stock Etf (BAMG) is linked, with no stored direction, medium confidence. Reason on file: GA selected BAMG as a RELATED security because its canonical security name directly matches this event's themes: stocks. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • BAMV Brookstone Value Stock Etf

    In “3 Retail Stocks With Heavy Import Exposure and a Tariff Refund Catalyst,” Brookstone Value Stock Etf (BAMV) is linked, with no stored direction, medium confidence. Reason on file: GA selected BAMV as a RELATED security because its canonical security name directly matches this event's themes: stocks. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • HALX Etf Opport Tr Tuttle Cap Heavy

    Etf Opport Tr Tuttle Cap Heavy (HALX) is linked, with no stored direction, medium confidence in the 12 Oct 2026 story “3 Retail Stocks With Heavy Import Exposure and a Tariff Refund Catalyst.” Reason on file: GA selected HALX as a RELATED security because its canonical security name directly matches this event's themes: heavy. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • RSST Return Stacked U.S. Stocks & Managed Futures Etf

    In “3 Retail Stocks With Heavy Import Exposure and a Tariff Refund Catalyst,” Return Stacked U.S. Stocks & Managed Futures Etf (RSST) is linked, with no stored direction, medium confidence. Reason on file: GA selected RSST as a RELATED security because its canonical security name directly matches this event's themes: stocks. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Brookstone Growth Stock Etf (BAMG)

The 12 Oct 2026 story “3 Retail Stocks With Heavy Import Exposure and a Tariff Refund Catalyst” names Brookstone Growth Stock Etf (BAMG) because of this story.

For Brookstone Growth Stock Etf (BAMG), the reason on file says GA selected BAMG as a RELATED security because its canonical security name directly matches this event's themes: stocks. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Brookstone Value Stock Etf (BAMV) is here too. Its reason reads: GA selected BAMV as a RELATED security because its canonical security name directly matches this event's themes: stocks. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

The price range for Brookstone Growth Stock Etf (BAMG), and the dates in the story

BAMG traded between 43.54 and 45.76 across 11 sessions. The latest close on file is 45.02. BAMV traded between 36.14 and 38.05 across 17 sessions. The latest close on file is 36.79. HALX traded between 24.40 and 24.85 across 3 sessions. The latest close on file is 24.85.

A simple score for Brookstone Growth Stock Etf (BAMG)

41 out of 100

“3 Retail Stocks With Heavy Import Exposure and a Tariff Refund Catalyst” scores 41 out of 100. The score uses 2 sources, and 4 linked companies.