Tariffs back in the headlines can rattle import heavy retailers, but they can also shine a light on companies that look better prepared for higher trade frictions. With potential 10% to 12.5% duties on goods from 60 countries and renewed global tariffs on the table, some large U.S. consumer retailers with strong North American focus and healthier balance sheets may be positioned to handle higher costs more effectively than peers. This article walks through 3 stocks from a U.S. Import Resilient Retailers screener that appear positively exposed to the latest tariff news and explains what that could mean for your watchlist.

Genuine Parts (GPC)

Overview: Genuine Parts is a long established Atlanta based distributor supplying replacement parts and related services for cars, trucks, heavy equipment and industrial machinery, including support for hybrids and EVs, mainly through its NAPA auto parts network and Motion industrial segment.

Operations: Genuine Parts generates about US$9.6b from North America Automotive, US$6.0b from International Automotive and US$9.0b from its Industrial segment, with revenue concentrated in the United States and supported by Canada, Europe and Australasia.

Market Cap: US$18.2b

Genuine Parts sits in a useful spot for tariff focused investors, because it combines a large North American distribution and sourcing footprint with a broad “break fix” parts offering that customers often need regardless of trade headlines, while still facing real pressure from higher product, freight and wage costs. The company is working through tariff complexity, supply chain adjustments and inflation in SG&A. Analysts highlight cost savings initiatives and possible portfolio moves, including ongoing discussion around its NAPA auto parts unit, as important swing factors. For investors weighing an auto and industrial parts distributor with both tariff resilience and execution risk, the full Genuine Parts story is worth a closer look.

Genuine Parts’ tariff resilience story is only half told, with North American scale, cost cuts and portfolio questions like NAPA all in play. The 3 key rewards and 4 important warning signs (2 are major!) could reveal what the market is still missing.

CarMax (KMX)

Overview: CarMax is a large U.S. used car retailer that sells a wide mix of domestic, imported, luxury, hybrid and electric vehicles, runs wholesale auctions, and offers repairs and extended protection plans, alongside in house auto finance for a broad range of customers.

Operations: CarMax generates about US$26.3b from its CarMax Sales Operations segment and around US$1.8b from CarMax Auto Finance, with revenue of roughly US$28.2b coming entirely from the United States.

Market Cap: US$7.2b

CarMax may appeal to tariff focused investors because it is the largest U.S. based used car retailer, sources vehicles largely within North America, and could potentially see more shoppers shift to late model used cars if tariffs lift new car prices and widen the gap between new and used. The stock also carries clear trade offs, including thin 0.8% net margins, pressure on wholesale unit profitability, and funding risk tied to higher external debt and auto finance credit quality. Management is focusing on cost cuts, digital sales growth and better reconditioning efficiency. Investors who want to evaluate how a potential turnaround and a changing tariff backdrop might affect CarMax may wish to study how these factors fit together before deciding where it belongs on a watchlist.

CarMax’s used car engine could be just getting started, with tariffs potentially steering more buyers away from new vehicles. To see how thin margins, funding pressures and resale economics really fit together, review the analysis report for CarMax.

Monro (MNRO)

Overview: Monro is a U.S. based chain of tire and auto repair centers that focuses on replacement tires, undercar repair and routine maintenance for passenger vehicles, operating under multiple regional banners such as Monro Auto Service and Tire Centers, Mr. Tire and Tire Choice.

Operations: Monro generates about US$1.2b in revenue from its auto repair centers, with all of its US$1.2b in sales coming from the United States.

Market Cap: US$538m

Monro stands out in the tariff debate because it is almost entirely U.S. focused and management has already been working with tire suppliers to offset cost pressures, while using targeted price adjustments to protect margins. At the same time, earnings are still fragile, the dividend is high relative to recent profit and cash flow, and the company has only just moved back into the black after earlier losses. With a board backed review of “all options,” store closures to sharpen the footprint and tariffs potentially pressuring more work into professional shops, investors watching Monro may see this as a turnaround story that is not fully captured by the headline numbers.

Monro’s turnaround hints at an underappreciated repair and tire story, with a full U.S. footprint, fresh store closures and a “review of all options” potentially masking the real inflection point. Start with the 3 key rewards and 2 important warning signs (1 is major!).

The three stocks in this article are just a starting point, and the full U.S. Import Resilient Retailers idea includes 26 more companies uncovered by the U.S. Import-Resilient Retailers screener. Use Simply Wall St to identify and analyze the specific catalysts and narratives that matter to you, so you can focus on the highest conviction opportunities in this theme.

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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.