Jefferies sees Australia's Lovisa Holding able to manage US tariff impacts

Analysts at Jefferies see Lovisa Holding LOV.AX being able to manage U.S. tariffs with minimal impact to gross profit margin

Jefferies says most of the fast-fashion jewellery retailer's U.S. competition are in the same boat

Brokerage estimates ~80 new stores for co taking total store count to ~1,023 as of April 14; says LOV "looks more appealing" with store count accelerating

Gives PT of A$27.0 and "hold" rating

However, Jefferies says with tough retail environment, tariff uncertainty and management transition, brokerage views LOV as "high-risk story"

Analysts on average rate the stock "buy"; their median PT is A$28.70 — LSEG data

Stock down ~18% this year, as of last close