Tariff headlines are back in focus after Sen. Ron Wyden moved to curb President Trump’s power to impose new trade barriers, and that puts U.S. retail stocks under a fresh policy spotlight. When tariffs are on the table, costs, pricing power, and political risk all compete for your attention. This article looks at how the proposed shift of tariff authority toward Congress could affect a select group of U.S. Retail Stocks, and what that might mean for your portfolio decisions. Ahead, you will see 3 stocks from the screener that appear positioned in relation to this news-driven setup.

Advance Auto Parts (AAP)

Overview: Advance Auto Parts is a large automotive aftermarket retailer that supplies repair and maintenance parts, fluids, tools, and accessories to both professional repair shops and do it yourself customers across North America and select international markets, supported by value added services like battery and wiper installation and loaner tools.

Operations: Advance Auto Parts generates about US$8.6b in revenue primarily from its Advance Auto Parts and Carquest branded automotive parts business.

Market Cap: US$3.1b

Advance Auto Parts sits at the center of non discretionary car repair, with more than 90% of sales tied to maintenance rather than nice to have upgrades, which can matter when tariffs and higher prices squeeze household budgets. Management is in the middle of a multi year overhaul of distribution, store formats, and vendor terms aimed at improving margins, while transcript comments highlight detailed work on sharing tariff costs with suppliers and adjusting pricing carefully instead of blunt hikes. At the same time, the stock carries a high P/E and depends on relatively new leadership to execute on store closures, debt management, and a still fragile earnings recovery. For investors, the mix of tariff sensitivity, turnaround potential, and policy driven cost relief makes Advance Auto Parts worth a closer look.

Advance Auto Parts is in the middle of a margin rebuild, but the key question is how this tariff pressure and store overhaul will be reflected in the numbers. Get the full picture in the analysis report for Advance Auto Parts

Genuine Parts (GPC)

Overview: Genuine Parts is a global distributor of replacement parts and related services, supplying everything from NAPA branded auto components and tools for repair shops to industrial bearings, hydraulic systems, safety equipment, and repair services for complex machinery.

Market Cap: US$16.8b

Genuine Parts sits at the crossroads of auto repair and industrial maintenance, so tariff rules directly affect the cost of the imported parts that keep its broad assortment in stock. The Wyden proposal to shift more tariff authority to Congress could help steady input costs over time, which matters for a company working to rebuild margins after a large one off loss of US$1.3b and very thin recent profit levels. At the same time, the stock currently trades at levels described by some analysts as very attractively valued versus their estimated fair value. Those analysts also expect higher future earnings and point to the planned split of the automotive and industrial businesses as a potential value catalyst. For investors weighing tariff risk against recovery potential, Genuine Parts may warrant further research using the U.S. Retail Stocks screener.

Genuine Parts looks like a valuation story that many investors may be underestimating, with thin profits, a US$1.3b loss and a planned business split all in the mix. The 3 key rewards and 4 important warning signs could reveal what really sits behind that gap.

PetMed Express (PETS)

Overview: PetMed Express operates an online and direct mail pet pharmacy that sells prescription and non prescription medications, health products, food, and other supplies for dogs, cats, and horses across the United States through its website, app, call center, and printed catalogs.

Operations: PetMed Express generates about US$179.0m in revenue entirely from its online retail operations in the United States.

Market Cap: US$41.2m

PetMed Express is in the middle of a high stakes reset, with heavy recent losses, a very low P/S multiple, and a board and interim leadership team reviewing everything from a turnaround to a potential sale, while also integrating PetCareRx and rolling out a co branded online pharmacy with Rural King that could widen its reach into rural pet owners. At the same time, the company is investing in digital upgrades, last mile delivery and marketing to younger customers, which affects near term margins and makes cost saving targets a key swing factor. There is also the prospect of tariff relief taking some pressure off imported pet products, creating a complex setup that warrants closer analysis.

PetMed Express looks like a reset story hiding in plain sight, with a low P/S and fresh partnerships hinting at the potential for a very different future. Get the analyst forecasts for PetMed Express before the next twist in this turnaround is fully understood.

The three stocks in this article are just the starting point, with the full U.S. Retail Stocks screener surfacing 28 more companies in the U.S. Retail Stocks screener that each carry their own mix of scale, financial health, and policy sensitivity. Use Simply Wall St to identify, filter, and analyze the exact catalysts and narratives that matter to you so you can focus on the highest conviction retail opportunities across that full list.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.