---
title: "Tariff Windfalls Lift Retailers as REIT ETF Hits Record Low Against S&P 500"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/301129136.md"
description: "Abercrombie & Fitch's USD 100 million tariff refunds drove 13.7% Q2 revenue growth while iShares Real Estate ETF hit record lows against SPY. EPR's experiential segment reached 95.7% revenue share, VolitionRx advanced sepsis detection, and Flywire expanded European payments. Sector divergence intensifies across 10 holdings."
datetime: "2026-10-07T10:13:34.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/301129136.md)
  - [en](https://longbridge.com/en/news/301129136.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/301129136.md)
generator: "portal-rs"
---

# Tariff Windfalls Lift Retailers as REIT ETF Hits Record Low Against S&P 500

U.S. retail and real estate sectors are diverging sharply as tariff refunds boost apparel revenue while mortgage rates pressure REIT valuations. Abercrombie & Fitch (ANF.US) reported Q2 revenue of USD 1.267 billion, up 13.7% year-on-year, driven by USD 100 million tariff reimbursements and APAC store expansions. Meanwhile, iShares U.S. Real Estate ETF (IYR.US) hit a record low relative to SPY as 30-year mortgage rates climbed to 7.28%. EPR Properties (EPR.US) saw experiential segment revenue reach USD 187.56 million, though education sector bookings declined for two consecutive quarters. VolitionRx (VNRX.US) prepaid a USD 7.5 million convertible note and advanced its DETECSEPS sepsis detection program in France. Flywire (FLYT.US) expanded European healthcare payments by 25%, First Citizens BancShares (FRCB.US) grew loans by 5.2%, and InMode (MASK.US) derived 65% of sales internationally. Resonant (RMSG.US) increased R&D spending by 20% following Qualcomm collaboration, while T. Rowe Price Short Duration ETF (TSPY.US) surpassed USD 5 billion in assets under management. PowerShares Diversified Portfolio (PUR.US) outperformed benchmark by 180 basis points year-to-date.

### Related Stocks

- [ANF.US](https://longbridge.com/en/quote/ANF.US.md)
- [IYR.US](https://longbridge.com/en/quote/IYR.US.md)
- [EPR.US](https://longbridge.com/en/quote/EPR.US.md)
- [VNRX.US](https://longbridge.com/en/quote/VNRX.US.md)
- [FLYT.US](https://longbridge.com/en/quote/FLYT.US.md)
- [FRCB.US](https://longbridge.com/en/quote/FRCB.US.md)
- [MASK.US](https://longbridge.com/en/quote/MASK.US.md)
- [RMSG.US](https://longbridge.com/en/quote/RMSG.US.md)
- [TSPY.US](https://longbridge.com/en/quote/TSPY.US.md)
- [PUR.US](https://longbridge.com/en/quote/PUR.US.md)

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- [Hyperliquid Looks Beyond Bitcoin to Nvidia and Oil: Can PURR Benefit?](https://longbridge.com/en/news/301998405.md)
- [BTIG reiterates Buy rating on Abercrombie & Fitch, $175 price target](https://longbridge.com/en/news/301132140.md)
- [Top Executive’s Bold Stock Move Shakes Up Abercrombie & Fitch](https://longbridge.com/en/news/298527239.md)
- [Is Abercrombie & Fitch's Hot Streak Just Getting Started?](https://longbridge.com/en/news/297680055.md)

---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**