Alex McKeown and Dominick Keefe of Hilco Consumer-Retail and Restore Capital join Michael Toglia, Publisher of ABL Advisor, for an in-depth discussion on the evolving impact of tariffs on the retail sector. In this interview, McKeown and Keefe explore how ongoing tariff uncertainty is shaping retail borrower strategies, influencing net orderly liquidation values (NOLVs) and inventory valuations, and prompting new approaches to lender risk mitigation. They also delve into the unexpected effects of consumer confidence on the retail sector.
