Chris Li's questions to Gildan Activewear Inc (GIL) leadership • Q2 2025
Question
Chris Li of Desjardins Group posed a hypothetical question about Gildan's response if Bangladesh tariffs were to increase significantly. He also asked for the key variables differentiating the low and high ends of the updated EPS guidance.
Answer
President & CEO Glenn Chamandy explained that the company has significant operational flexibility to mitigate tariff impacts, including shifting production destinations and leveraging U.S. cotton. EVP & CFO Luca Barile stated the EPS guidance range reflects market uncertainty. The high end assumes stronger share gains and a quicker demand recovery, while the low end accounts for the risk of a broader slowdown.