Jefferies says Aristocrat Leisure's supply chain shields it from US tariff impact

** Analysts at Jefferies say Australia's Aristocrat Leisure ALL is insulated from U.S. tariffs

** The poker machine maker's diversified supply chain model puts it at an advantage relative to peers who manufacture outside the U.S., and hence pass on better prices to consumers, brokerage says

** "We expect trade war-related fears are overdone, particularly given underexposure to Canada (relative to peers)," Jefferies says

** 12 of 14 analysts rate stock "buy" or higher and two "hold"; their median PT is A$76.5 – LSEG data

** Stock closed at A$64.15 on Monday and is down 6.2% YTD