Tariff Pressure Prompts Analysts to Cut KMD Brands Target Price

KMD Brands Limited (ASX: KMD), the parent company of outdoor apparel retailers Kathmandu and Oboz, is facing significant pressure due to looming US tariffs. Analysts from Forsyth Barr—Paul Koraua and Rohan Koreman-Smit—have lowered their target price for the company by 21.6%, citing the expected financial impact of “unmitigated tariff impacts” on its US operations. Despite maintaining an outperform rating, they revised the target price from 60 cents to 47 cents. Since April 2, when US President Donald Trump flagged new tariff measures, KMD’s share price has dropped 12% to 33 cents at the time of writing. The anticipated rise in import costs is likely to weigh on margins and profitability, raising concerns for investors about KMD’s exposure to global trade tensions. The tariff-related uncertainty poses a serious challenge to the company’s US sales outlook in the coming quarters.

Customer Notice:

Nextgen Global Services Pty Ltd trading as Kapitales Research (ABN 89 652 632 561) is a Corporate Authorised Representative (CAR No. 1293674) of Enva Australia Pty Ltd (AFSL 424494). The information contained in this website is general information only. Any advice is general advice only. No consideration has been given or will be given to the individual investment objectives, financial situation or needs of any particular person. The decision to invest or trade and the method selected is a personal decision and involves an inherent level of risk, and you must undertake your own investigations and obtain your own advice regarding the suitability of this product for your circumstances. Please be aware that all trading activity is subject to both profit & loss and may not be suitable for you. The past performance of this product is not and should not be taken as an indication of future performance.

Kapitales Research, Level 13, Suite 1A, 465 Victoria Ave, Chatswood, NSW 2067, Australia | 1800 005 780 | info@kapitales.com