As tariff concerns mount, BofA Securities highlights rising caution across specialty retail and department store stocks despite solid first quarter earnings.BofA Securities notes that most specialty retail and department store stocks appear to have priced in the current 10% universal and 30% China tariffs.The firm cautions that any further increases — particularly involving Vietnam, a key player in apparel and footwear production — could drive estimated cuts across much of the group.Analysts note that while ...