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The latest global tariffs and ongoing trade war have retailers facing a wave of uncertainty ahead of the spring 2026 season. Many are grappling with the prospect of higher costs, supply chain disruptions, and complex sourcing decisions. As tariffs rise, companies are weighing price increases, product reductions, or shifting supply chains, with small and large businesses alike feeling the pressure.
Key Takeaways
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Retailers confront higher costs and uncertainty. New tariffs have retailers facing critical decisions about whether to raise prices, limit product offerings, or delay new releases.
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Supply chains shift away from China. To mitigate the impact of steep tariffs, companies are moving sourcing to other countries like Vietnam, Mexico, and India.
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Risk of higher consumer prices. Retailers warn that the mounting tariff burden may soon be passed on to consumers through price increases. Smaller retailers are especially vulnerable, with some expressing concern over their ability to stay in business as operating costs rise and product choice shrinks for shoppers.
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