Levi’s to use part of $80M tariff refund for supply chain
Published . Updated .
Levi’s to use part of $80M tariff refund for supply chain Supply Chain Dive
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
Levi’s to use part of $80M tariff refund for supply chain Supply Chain Dive
Source: Supply Chain Dive
Armour Residential REIT (ARR) since “Levi’s to use part of $80M tariff refund for supply chain,” compared with the market
Since the first closing price after “Levi’s to use part of $80M tariff refund for supply chain,” Armour Residential REIT (ARR) is -9.53%. The S&P 500 fund (SPY) is -1.47% over the same days, a -8.06% difference versus the market.
| Company | When | Move | Status |
|---|---|---|---|
| AAPL | that day | +1.36% | final price |
| AAPL | the next day | +1.44% | final price |
| AAPL | two days later | +1.94% | final price |
| AAPL | three days later | +1.62% | final price |
| AAPL | three days earlier | +0.03% | final price |
| AAPL | five days earlier | -1.00% | final price |
| CVX | that day | +1.43% | final price |
| CVX | the next day | +2.75% | final price |
| CVX | two days later | +4.76% | final price |
| CVX | three days later | +3.48% | final price |
| CVX | three days earlier | -3.22% | final price |
| CVX | five days earlier | -2.61% | final price |
| GLD | that day | -0.63% | final price |
| GLD | the next day | -0.76% | final price |
| GLD | two days later | -2.24% | final price |
| GLD | three days later | -0.50% | final price |
| GLD | three days earlier | -2.27% | final price |
| GLD | five days earlier | -1.32% | final price |
| LMT | that day | +0.48% | final price |
| LMT | the next day | -1.13% | final price |
| LMT | two days later | +2.44% | final price |
| LMT | three days later | +4.55% | final price |
| LMT | three days earlier | -2.04% | final price |
| LMT | five days earlier | -0.61% | final price |
| NKE | that day | +1.77% | final price |
| NKE | the next day | +1.79% | final price |
| NKE | two days later | +1.71% | final price |
| NKE | three days later | +7.04% | final price |
| NKE | three days earlier | -1.04% | final price |
| NKE | five days earlier | -2.17% | final price |
Filings that name Armour Residential REIT (ARR) around 12 Oct 2026
- Gilbert Cisneros buy Cytokinetics (CYTK) ($1,001 - $15,000). That is 13 days before publication, inside 30 days. The filing is listed beside the story “Levi’s to use part of $80M tariff refund for supply chain.”
- Rohit Khanna sell DoorDash (DASH) ($1,001 - $15,000). That is 31 days before publication, inside 60 days. The filing is listed beside the story “Levi’s to use part of $80M tariff refund for supply chain.”
- Gilbert Cisneros sell DoorDash (DASH) ($1,001 - $15,000). That is 45 days before publication, inside 60 days. The filing is listed beside the story “Levi’s to use part of $80M tariff refund for supply chain.”
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
Who gains and who loses around Armour Residential REIT (ARR)
Companies carried with this story
- ARR Armour Residential REIT
For “Levi’s to use part of $80M tariff refund for supply chain,” Armour Residential REIT (ARR) is linked, with no stored direction, medium confidence. Reason on file: GA selected ARR as a RELATED security because its curated list / industry / sector context matches this event (curated-list=part). This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- CNX CNX Resources
In “Levi’s to use part of $80M tariff refund for supply chain,” CNX Resources (CNX) is linked, with no stored direction, medium confidence. Reason on file: GA selected CNX as a RELATED security because its curated list / industry / sector context matches this event (curated-list=part). This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- COYA Coya Therapeutics
In “Levi’s to use part of $80M tariff refund for supply chain,” Coya Therapeutics (COYA) is linked, with no stored direction, medium confidence. Reason on file: GA selected COYA as a RELATED security because its curated list / industry / sector context matches this event (curated-list=part). This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- CYTK Cytokinetics
For “Levi’s to use part of $80M tariff refund for supply chain,” Cytokinetics (CYTK) is linked, with no stored direction, medium confidence. Reason on file: GA selected CYTK as a RELATED security because its curated list / industry / sector context matches this event (curated-list=part). This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- DASH DoorDash
In “Levi’s to use part of $80M tariff refund for supply chain,” DoorDash (DASH) is linked, with no stored direction, medium confidence. Reason on file: GA selected DASH as a RELATED security because its curated list / industry / sector context matches this event (curated-list=part). This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- DIOD Diodes Inc /Del/
Diodes Inc /Del/ (DIOD) is linked, with no stored direction, medium confidence in the 12 Oct 2026 story “Levi’s to use part of $80M tariff refund for supply chain.” Reason on file: GA selected DIOD as a RELATED security because its curated list / industry / sector context matches this event (curated-list=part). This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
How “Levi’s to use part of $80M tariff refund for supply chain” reaches Armour Residential REIT (ARR)
On 12 Oct 2026, “Levi’s to use part of $80M tariff refund for supply chain” is the story that connects Armour Residential REIT (ARR) to this story.
What ties Armour Residential REIT (ARR) to the headline is this: GA selected ARR as a RELATED security because its curated list / industry / sector context matches this event (curated-list=part). This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
A second company, CNX Resources (CNX), is listed for a different reason: GA selected CNX as a RELATED security because its curated list / industry / sector context matches this event (curated-list=part). This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
Dates in the story, and the Armour Residential REIT (ARR) price range
ARR traded between 12.28 and 15.05 across 20 sessions. The latest close on file is 12.29. CNX traded between 30.90 and 36.08 across 20 sessions. The latest close on file is 35.67. COYA traded between 4.16 and 5.34 across 20 sessions. The latest close on file is 4.22.
A simple score for Armour Residential REIT (ARR)
46 out of 100
“Levi’s to use part of $80M tariff refund for supply chain” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.