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Global tariffs: What retailers learned and what’s next

The past several months have shown how quickly a broad, near-universal tariff can reshape the trade environment.

Even as one specific measure expires, the underlying dynamic it introduced is not going away. The evolving trade landscape and implementation of a broad range of tariffs changes how retailers think about sourcing, pricing, and supply chain design. While the global Section 122 tariffs have expired, the implementation of Section 301 forced labor tariffs reflect a new challenge for retailers.

Tariffs raise a fundamental commercial question: how much of the cost can be passed through to consumers? While some retailers may absorb portions of the increase, experience shows that tariffs often translate into higher retail prices over time. This creates both risk and opportunity.

Global tariffs: What retailers learned and what’s next | Chain Store Age

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