The news in the active lifestyle industry was dominated in 2025 by two recurring themes: Consumer Uncertainty and Increased Tariffs on goods shipped into the United States from just about anywhere worldwide.
The new realities of the tariffs imposed by the Trump Administration hit the market (see here) in early April 2025 with full force but those new realities quickly changed, evolving into an unpredictable series of changes and reciprocal penalties by both his Administration and foreign governments. The overwhelming theme for the year, primarily visible (or audible) around quarterly earnings presentations and conference calls, led to a new term adopted by U.S. businesses — Tariff Uncertainty.
“While we can’t predict future tariff changes, we are planning our business at the current rates,” noted one CFO on a conference call with analysts describing their process for developing guidance. “The impact from these incremental rates equates to approximately $40 million in the second half of 2025 and approximately $90 million on an annual basis, based on our current sourcing mix.”
That pretty much summed up the conversations in boardrooms across the country as companies tried to plan their businesses around that constantly moving target.
Trump’s propensity for negotiating new “deals” on the fly, particularly with countries that pushed back hard against his administration’s often punitive actions, and then backing off his position in “negotiations,” earned him a new moniker (mostly on the left) as “TACO” Trump, or “Trump Always Chickens Out.”
As the market enters 2026, the question of price increases looms large, as many who attempted to hold the line on pricing are now open to, if not already implementing, price increases. The brands and retailers that see less price resistance have moved in that direction, while those brands, retailers and/or products that exhibit greater price sensitivity may be forced to bear the impact of the tariffs.
One survey of 500 U.S. e-commerce executives found that 76 percent had increased the price of goods to mitigate the cost of the new and expected tariffs. On average, retailers are reportedly passing along 51 percent of the cost of Trump’s import taxes on to consumers, according to the survey’s report.
Tariffs are now in the hands of the U.S. Supreme Court, and the presentation before the Court left many analysts with the impression, based on questioning from the Supremes, that the challenge to the Trump Tariffs will not succeed. If the Court rules against President Trump, even more uncertainty may emerge in the market. Will the increased tariffs that companies paid to-date be refunded to them? Will those companies refund price increases due to tariffs to their customers and/or consumers?
See below for SGB Media’s reporting on a wide range of tariff issues. The actual number of articles mentioning tariffs in the SGB Media database is twice what is presented here but can be found by searching for “tariff” in the search box in the main header above. The articles below are separated by month from the initial tariff announcement date forward, but there was plenty of tariff talk once the votes were counted in November 2024 and companies began speculating about what Trump’s win would mean for their businesses. Those articles, while fewer in number, are also broken out for Q1 2025 and Q4 2024.
Top Trump Tariff Articles for 2025:
December 2025
- Birkenstock’s Shares Drop 10 Percent on Tariff Warning, Soft Guidance
Birkenstock Holding plc reported results for the fiscal fourth quarter ended September 30 that easily exceeded analyst targets, but shares fell 11 percent on Thursday, December 18, after the company warned that trade tariffs would weigh on profit margins in its new fiscal year and that revenue growth would slow due to production constraints. - Survey Finds 54 Percent of SMB Online Retailers Impacted by Tariffs
A survey of 170 U.S.-based small to medium-sized e-commerce business owners (SMB) found that over half (54 percent) made significant changes due to tariffs. Among all respondents, 39 percent raised retail prices, 29 percent shifted suppliers and 19 percent cut the number of products they sell. - Tommy Bahama Parent Cuts FY Guidance on Tariff-Related Product Shortages, Promotional Climate
Oxford Industries Inc., the parent of Tommy Bahama, Johnny Was, and Lilly Pulitzer, reduced its EPS guidance for the year due to tariff-related shortages in key seasonal categories and a more promotional retail environment. - Global Port Tracker: Tariff Impact on Imports Continuing Into H1 2026
Hackett Associates, the producer of the Global Port Tracker, sees the effects of the tariffs in weakening cargo demand from the fourth quarter of this year and likely into the first half of next year.
November 2025
- Astral Raises Prices to Offset Tariffs
Astral Designs announced that it was streamlining its operations, reducing its full-time staff by 14 percent and increasing prices on average by 10 percent at the start of 2026, to offset the impact of tariffs. - Under Armour’s Q2 Profits Tumble on Soft Sales, Tariff Impact
Under Armour reported adjusted profits in the fiscal second quarter ended September 30 plunged 88.3 percent due to a 5 percent revenue decline and the impact of tariffs. Results exceeded guidance, and Under Armour stated that its North America business is showing signs of stabilization. - Steven Madden Sees Tariff Mitigation Efforts, Kurt Geiger Acquisition Driving Q4 Results
For the fourth quarter of 2025, the company expects revenue to increase by 27 percent to 30 percent compared to the same period in 2024, and expects diluted EPS to be in the range of $0.30 to $0.35 for the quarter. - Repreve Fiber Parent Unifi Posts Wider Fiscal Q1 Loss Driven by Tariff-Related Uncertainty
The maker of recycled and synthetic yarns attributed the 7.9 percent sales decline primarily to trade and tariff-related uncertainty and demand volatility across each business segment.
October 2025
- Columbia Sportswear CEO Tim Boyls Talks U.S. Turnaround, Tariff Impact and Q3 Performance
The Columbia brand had a strong response to its new “Engineered for Whatever” global brand platform as well as to several key launches, including the Amaze Puff jacket. However, management provided Q4 guidance below analyst targets and a subdued outlook for the first half of 2026 amid a continued sluggish U.S. business landscape and uncertainty over how consumers will react to tariff-driven higher prices. - Escalade’s New Interim CEO Walks Through Q3 Results, Tariffs, Product, and Acquisitions
Escalade’s job No. 1 for its Q3 earnings release was to find someone to address investors and analysts on its quarterly conference call. Enter 23-year company veteran Patrick Griffin to shed light on sales, tariffs, product and category trends, acquisitions and a holiday outlook. - Deckers Brands Execs Talk Ugg Trends, Tariffs, Slower H2 Growth
While the first half of the fiscal year demonstrated the strength of Ugg and Hoka, the back half is expected to be affected by a more cautious consumer as the full impact of tariffs and price increases will be felt in the U.S. - Mips AB Delivers 10 Percent Q3 Growth Despite U.S. Tariff Pressures
The Sweden-based maker of helmet protection technologies reported sales grew 10 percent in its third quarter, boosted by 19 percent organic growth. The gains were achieved despite higher helmet prices resulting from U.S. tariffs. Operating earnings were down slightly due to legal costs and currency headwinds. - Adidas Raises FY Outlook On Double-Digit Q3 Growth, Tariff Mitigation Benefits
Adidas raised its earnings and sales outlook for the year while reporting preliminary results for the third quarter showing currency-neutral revenues for the Adidas brand jumped 12 percent. - Goldman Sachs Sees U.S. Consumers Paying More Than Half of Tariff Burden
American businesses and foreign exporters will bear 22 percent and 18 percent of the costs, respectively, while 5 percent of the costs will be evaded, according to economists Elsie Peng and David Mericle in a Goldman Sachs report published Sunday, October 12. The report also notes that “American firms will pass on their costs to consumers over the next few months.” - NRF: Monthly Imports Expected to Drop Below 2 Million TEU as Tariffs Increase
With most holiday merchandise on hand and tariffs continuing to rise, as a result, monthly import cargo volume at the nation’s major container ports is expected to fall below 2 million TEU (Twenty-Foot Equivalent Units) for the remainder of the year, according to the Global Port Tracker report from the National Retail Federation (NRF) and Hackett Associates.
June 2025
- Orvis Cites Tariffs in Latest Layoff Talk
The company plans to lay off 4 percent of its workforce, or at least 50 employees, by the end of the year due to the impact of tariffs. Orvis President Simon Perkins said the “Tariffs disrupted our business model in ways we haven’t faced before and have exposed a clear path to solidifying our long-term future.” - Survey: Retailers Passing Along 51 Percent of Tariff Costs
A survey of 500 U.S. e-commerce executives found that 76 percent had increased the price of goods to mitigate the cost of the new and expected tariffs. On average, retailers are passing along 51 percent of the cost of President Trump’s import taxes on to consumers. - Academy’s Chief Merchant Talks Jordan Launch, Nike Brand Success, Tariff Disruption
Following the retailer’s first-quarter results report, Academy’s EVP and Chief Merchant Matt McCabe added more highlights from the business, including the promise to introduce the Jordan brand, a strong response to expanding Nike product and market share gains among higher-income households. - Trump Announces U.S. and China Have Reached Trade Deal With 55 percent Tariff
President Donald Trump declared the trade war with China “done” Wednesday, while Commerce Secretary Howard Lutnick said tariffs on Chinese goods will be locked in at the current 55 percent rate without additional increases. - Trump Tariffs Having Little Impact on Retail Footwear Prices
The May Consumer Price Index (CPI) came in cooler than expected, defying fears that the impact of President Trump’s tariffs would start to show a rise in prices. A separate analysis by the FDRA indicates that footwear prices in May likewise declined year-over-year. - G-III Apparel Set for Fall Converse Apparel Launch; Shares Hit By Tariff Concerns
G-III Apparel Group, Ltd. (GIII) share fell 19 percent on Friday, June 6 after the apparel giant withdrew its earnings guidance for the year due to “uncertainty around tariffs and related macroeconomic conditions.” G-III’s first quarter results still exceeded targets, led by double-digit growth at DKNY, Karl Lagerfeld and Donna Karan. The company also indicated on a Friday conference call with analysts that its new Converse range starts shipping in August - Study: Why Retailers Risk Loyalty with Tariff-Based Price Hikes
While most retailers won’t be able to avoid raising prices altogether, unilateral price increases are a surefire way to lose customer confidence and trust. First Insight believes there are more informed ways of approaching pricing strategies and offsetting the burden on customers. - Crocs, Inc. to Emphasize Inventory Controls to Ride Out Tariff Uncertainty
Speaking Tuesday, June 3, at the Baird 2025 Global Consumer, Technology & Services Conference, Crocs, Inc. CEO Andrew Rees said the company will emphasize inventory discipline and maintain margins given the uncertainties created by the trade war.
May 2025
- Dick’s SG Senior Execs Talk Foot Locker Deal, Tariffs and Guidance
The retailer had Board chairman Ed Stack on hand to talk about the Foot Locker deal and lay out the argument for its relevance. He will take the lead with the integration teams. CEO Lauren Hobart and CFO Navdeep Gupta dug deep into the weeds on guidance and the impact of tariffs going forward. - Macy’s Inc. Pares Earnings Guide on Tariffs, Consumers and Competitor Promos
First quarter sales growth at Bloomingdale’s and Bluemercury was offset by a decline at Macy’s for the 13-week period ended May 3. - Tariff Worries Overhang NSGA Leadership Conference Energy
Tariffs were top of mind at the NSGA 2025 Leadership Conference but so was confidence that the sporting goods industry would figure out ways to mitigate any fallout. Attendees told SGB Executive that suppliers were so far keeping price increases to a minimum while also ramping up communications with dealers to provide an early read on potential changes. - Amer Sports’ C-Suite Execs Detail Small Tariff Impact and FY Guidance Bump
The parent of the Arc’teryx, Peak Performance, Salomon, Atomic and Wilson Sports brands is far less exposed to U.S. market issues than many other brands and has a far larger Asia, China and Europe component than many others that are more U.S.-centric. - Report Defines Where U.S. Shein and Temu Shoppers are Spending More After Tariff Hit
To identify where consumers are spending their money, Consumer Edge analyzed shoppers who made at least two purchases at Temu or Shein in January or February 2025 but no purchases in March or April. - Boot Barn CEO Expects Little China Tariff Impact on Exclusive Goods
The company will only have 5 percent on order from China in the second half of the year, with China exclusive brand product ~$2.3 million of “tariffable product” for the remainder of fiscal 2026. - Under Armour’s Turnaround On Track, Forgoes FY Guidance on Tariff Uncertainty
Under Armour, Inc. saw another quarter of progress in its turnaround efforts but refrained from providing guidance for the full year due to the tariff situation. Officials told analysts they’re exploring “a range of mitigation strategies” to offset tariffs, including cost sharing, sourcing diversification and potential price adjustments. - EXEC: U.S. and China Agree to 90-Day Tariff Pause
In announcing a pause on the tariff war, the U.S. tariffs were cut to 30 percent from 145 percent, and the China tariffs on U.S. goods were cut to 10 percent from 125 percent as the two countries work to develop a long-term deal. - EXEC: Merrell Parent’s CEO Lays Out Q1 Results, Tariff Plans and Q2 Growth Estimates
Wolverine Worldwide first quarter revenue grew by over 5 percent on an ongoing basis and nearly 7 percent on a constant-currency basis, with the results driven by the company’s two biggest brands: Saucony and Merrell. - EXEC: Yeti Slashes Guidance on Product Delays, Tariffs Fallout
Yeti’s moves to shift production out of China are ahead of plan with 90 percent of its U.S. drinkware capacity expected to be ex-China by the end of the year. However, delays caused by the sourcing shifts as well as the tariffs themselves caused the Yeti to ax its guidance for the year. - EXEC: Crocs Seeks $50 Million in Cost Savings to Offset Tariffs
On Crocs Inc.’s Q1 analyst call, Andrew Rees, CEO, said the footwear maker suspended its guidance for 2025 primarily due to the company’s inability to forecast the financial impact from future tariffs and identified a further $50 million in additional savings to offset the potential fallout. - Yeti Tops Analyst Estimates for Q1; Slashes Guidance on Tariffs Impact
The maker of coolers and insulated drinkware reported Q1 results that topped analyst estimates but lowered its outlook for the year due to the projected impact of tariffs and supply disruptions. - EXEC: Titleist Parent Says Tariff Pricing Actions Would Be “Last Lever” Taken
The parent of the Titliest and FootJoy golf brands, delivered a healthy Q1 with both earnings and sales exceeding analyst estimates. Still, management declined to raise the company’s outlook due to uncertainties in the marketplace tied to tariffs and expects some pricing actions to offset the related costs.
April 2025
- EXEC: Trump Tariffs Hit Active Lifestyle Stocks Hard; Vietnam Hit a Big Surprise
At issue for many in the active lifestyle market, including sporting goods, footwear, apparel, and outdoor, is the impact on goods sourced in Vietnam after many companies invested considerable time and capital in moving production there from China. - EXEC: Trump Threatens to Push China Tariffs to 104 Percent Total
At issue was what Trump said was an effort to strike a trade deal with China that would be fair to both sides. China’s latest move on Friday to assess a 34 percent retaliatory tariff apparently lit the fuse as Trump threatened to add another 50 percent to the total tariff. - EXEC: Trump Admin Hits “Pause” on Most Higher Tariffs; Bumps China to 125 Percent
U.S. President Donald Trump either reminded the markets that he authored “The Art of the Deal” or awoke Wednesday to the reality that the U.S. bond and stock markets were going to drag down his legacy. Either way, there is broad relief coming. - FDRA: Most Footwear Execs Surveyed See Weakening Business Ahead
The Q1 survey conducted among footwear execs reportedly shows a significant decline in industry confidence, with 87 percent of respondents expecting a weaker economy over the next six months – the most pessimistic outlook in the survey’s history. - U.S. Consumer Confidence Sinks to Near Five-Year Low
The Conference Board’s Consumer Confidence Index fell to 86 on the month, down 7.9 points from its prior reading and below the Dow Jones estimate of 87.7. It was the lowest reading since May 2020. - EXEC: Coleman, Marmot Parent Shrugs Off Tariff Impact as Q1 Beats Estimates
On a quarterly call Wednesday, Chris Peterson, CEO of Newell Brands, parent of Coleman, Marmot and other outdoor brands, said he expects the company to be able to largely withstand and possibly benefit from a higher-tariff environment while predicting a larger decline in core sales for the year. - Report: More U.S. Consumers Will Abandon Shoe Purchases Based on Price
The new Spring 2025 U.S. Footwear Consumer Survey from AlixPartners and the FDRA found that consumers are more likely to abandon a purchase due to cost, with 78 percent of respondents in its latest survey stating they halted a purchase due to price, up 12 percentage points from 2024. - EXEC: Adidas CEO Clarifies U.S. Pricing Position; Will Wait for Competitors’ Moves
On Adidas’ first-quarter analyst call, Bjørn Gulden CEO, said Adidas hasn’t yet raised prices on U.S. products due to the U.S. tariffs but expects to should the tariffs remain and only after other brands raise prices. He said, “I have seen that certain press is writing that Adidas is raising prices. That is, of course, not true.” - U.S. Consumer Confidence Sinks to Near Five-Year Low
The Conference Board’s Consumer Confidence Index fell to 86 on the month, down 7.9 points from its prior reading and below the Dow Jones estimate of 87.7. It was the lowest reading since May 2020. - EXEC: Big 5 CEO Expects Little Near-Term Tariff Impact Due to Early Q2 Receipts
Second quarter-to-date sales are reportedly down in the high-single-digit range, in part reflecting an approximate negative 400 basis point impact from one less sales day in the period-to-date due to the Easter calendar shift. - EXEC: Rocky Brands CEO Sees Tariff-Based Price Increases Coming in June
The Xtratuf brand continues its recent momentum and delivered another exceptional quarter with double-digit growth in Q1, with the most popular new spring styles being the women’s duck camo and ivory colored ankle deck boots. - Moody’s Lowers Under Armour’s Debt Ratings
Moody’s Ratings downgraded Under Armour, Inc.’s debt ratings on its expectation that weakening consumer discretionary spending and increased tariff costs are likely to lead to lower earnings over the next 12-18 months. - Adidas Warns of U.S. Price Hikes Due to Tariffs
Adidas AG said that despite reporting better-than-expected first-quarter results, it opted not to raise its financial targets for 2025 due to rising concerns over President Donald Trump-imposed trade tariffs, including the threat that prices will have to rise for U.S. products. The company said it did not know how much it would boost prices. - EXEC: William Blair Tackles Tariff Realties in Latest Management Survey
Blair said that for now, the best solution seems to be a well-diversified supply chain across multiple jurisdictions, potentially with built-in redundancies to allow for nimbleness. - EXEC: Osprey Grows, Hydro Flask Falters in Q4; Parent to Pause China Goods
CFO Brian Grass said the company is pausing all China purchases in the short term with a few exceptions and expects over 60 percent of U.S.-bound goods to be sourced outside China by the end of fiscal 2027. - EXEC: Wall Street Reacts to Tariff News but Port Traffic Decline May Reflect a Sad Reality
The Dow and the S&P 500 both bounced on April 22 after U.S. Treasury Secretary Scott Bessent, Trump’s primary negotiator on tariff deals, said that he believes the Administration’s ongoing tariff war with China will de-escalate soon because the rift is not sustainable. - Report: Consumers Willing to Spend More for Brands if Prices Increase
A recent report from UserTesting, a provider of human insights for the enterprise, reveals that brand loyalty isn’t just holding steady in 2025, it’s becoming a safe haven for consumers navigating higher prices and watching their wallets. - EXEC: Rhone Takes Unique Approach to Engaging with Customers Over Tariff Issue
Rather than the possibility of dropping tariffs on customers down the road the company lays out expectations and engages with them. And if you sell a few more shirts, shorts and pants along the way, so much the better. - EXEC: Analysts Make Tariff Impact Calls on Footwear and Apparel Stocks
Those experiencing price target cuts included Birkenstock, Crocs, Inc., Foot Locker, Nike, On Holding, Skechers, VF Corp., and Wolverine World Wide. Some of those hit hardest included Boot Barn, Deckers and Under Armour. - EXEC: Colt CZ Group Provides Insight of Tariffs Impact
For the time being, the company said it will not revise its guidance for 2025 until it evaluates potential scenarios, including developments in the commercial market in the U.S. - Report: More U.S. Consumers Will Abandon Shoe Purchases Based on Price
The new Spring 2025 U.S. Footwear Consumer Survey from AlixPartners and the FDRA found that consumers are more likely to abandon a purchase due to cost, with 78 percent of respondents in its latest survey stating they halted a purchase due to price, up 12 percentage points from 2024. - EXEC: Adidas CEO Clarifies U.S. Pricing Position; Will Wait for Competitors’ Moves
On Adidas’ first-quarter analyst call, Bjørn Gulden CEO, said Adidas hasn’t yet raised prices on U.S. products due to the U.S. tariffs but expects to should the tariffs remain and only after other brands raise prices. He said, “I have seen that certain press is writing that Adidas is raising prices. That is, of course, not true.” - Report: Consumers Willing to Spend More for Brands if Prices Increase
A recent report from UserTesting, a provider of human insights for the enterprise, reveals that brand loyalty isn’t just holding steady in 2025, it’s becoming a safe haven for consumers navigating higher prices and watching their wallets. - EXEC: UK-Based Passenger Outdoor Brand Hits Temporary “Pause” in U.S. Market
The action by the UK-based company is said to be both an effort to hit pause due to the issues surrounding the rapidly changing tariff situation in the U.S. and also due to a strategy to focus more on its fast-growing EU business. - EXEC: Giant Group March Bike Shipments Turn Negative as Tariffs Hit
March shipments declined 5.3 percent year-over-year to NT$6.75 billion, reducing the year-to-date (first quarter) to a growth of 4.9 percent to NT$16.9 billion. - NRF Expected Cargo Traffic to Drop Dramatically Before Latest Tariff Moves
The latest Global Port Tracker report released on April 9 by the NRF and Hackett Associates suggests cargo traffic will drop dramatically beginning next month; however, that outlook might change given the changes in the tariff picture. - Axil Brands Posts Solid Fiscal Q3 Results; Sets Plan to Move Production to U.S.
With new tariffs now in effect, the company is accelerating its supply chain transition strategy, relocating key operational leadership to the U.S. and initiating plans to build out domestic manufacturing capabilities. - EXEC: Rip Curl and Oboz Owner First Vendor to Re-Direct Inventory Destined for U.S.
KMD Brands said that until its has more clarity on changes to consumer demand in the U.S., the Group will redirect some U.S. inventory to other key global markets, or hold inventory with existing international 3PL partners.
First Quarter 2025
- EXEC: Will Mexico Tariffs Stymie Mainland Headwear’s Plans South of the Border?
There was no mention of U.S./Mexico tariffs in the company’s Annual Report, even as more production moves south of the border for Mainland and New Era (presumably) that push to increase shipments in the second quarter and that could eat into company margins as tariffs are due in April after a 30-day delay. - NMMA: EU Delays Tariffs on U.S. Boats, Creating Window for Negotiations
While this delay is not a final solution, NMMA believes it is a welcome sign that both sides are taking time to negotiate. - Report: Inflation and Tariffs Among Top Concerns for Americans in 2025
The findings from the survey and report are said to highlight the financial pressures weighing on American consumers in 2025, with inflation and tariffs emerging as key concerns. - EXEC: Giant Group Posted Big February Shipment Growth Before Tariffs Hit
The increase in February may be a reaction to tariffs that were to take effect in March as U.S. brands and factories across Asia moved shipments up to ensure pricing. - EXEC: Tilly’s, Inc. Expects Little Tariff Impact; Merchandising is Bigger Issue
Total foruth quarter comparable net sales, including both physical stores and e-commerce, decreased by 11.2 percent relative to the comparable 13-week period ended February 3, 2024, but have turned positive as weather improves. - Boyd Cycling Ramps Up U.S. Bike Rims Production as Tariffs Threaten Supply Chain
Boyd expanded its efforts in 2024 by acquiring Munich Composites, a German carbon rim manufacturer, further strengthening Boyd Cycling’s global footprint. - NRF Sees Import Cargo Levels Continuing to Rise Amid Tariff Uncertainty
Imports from all trading partners could also be affected by a new fee the Office of the U.S. Trade Representative is considering that would levy a fee between $1 million and $1.5 million each time a Chinese-built ship docks at a U.S. port. - EXEC: Black Diamond’s Fiske Says “No Question” Retail Prices Rise if Tariffs Hit
“At the levels most recently proposed, there is no question, prices will have to go up for consumers. The outdoor industry has absorbed inflationary pressures for too long. Prices will simply have to go up.” —Neil Fiske, President, Black Diamond Equipment. - Macy’s Inc. Has Mixed Q4 Results; Shares Slip as Tariffs, Weak Consumer Impact Outlook
Macy’s, Inc. reported that net sales decreased 4.3 percent to $7.8 billion for the quarter ended February 1. Comparable store sales were down 1.1 percent on an owned basis and up 0.2 percent on an owned-plus-licensed-plus-marketplace basis. - EXEC: On Brand Sees Retail Stores and Apparel as Keys to Growth; Tariff Exposure Limited
On Holding reported in 2024 that it sourced about 90 percent of its shoes and approximately 60 percent of its apparel and accessories from Vietnam. The company last year sourced about 7 percent of its apparel and accessories from China. - Target Signals Concerns over Tariffs and Consumer in Cautious 2025 Outlook
Target said fourth quarter results were led by strong performance in Sporting Goods, Apparel, Entertainment, Beauty and Toys. - EXEC: President Trump Pulls Trigger on China Tariffs; Market Asks What’s Next?
The expected tariff news hit on Monday, March 3, of a big news week related to the economy, starting with the Manufacturing PMI reports for February and ending with the Jobs Report on Friday, February 28. - Report: Import Cargo Trends Remain Fluid Due to Tariff Threats
A strong December brought 2024 to a total of 25.5 million TEU, or Twenty-Foot Equivalent Units, up 14.8 percent from 2023 and the highest level since 2021’s record of 25.8 million TEU during the pandemic. - EXEC: SGB 2025 Outdoor Market Leaders Look Ahead
Leaders and innovators in the outdoor active lifestyle space see 2025 as a potential recovery year as a lengthy destocking process has finally rebalanced inventories across most categories. Insights from Grassroots Outdoor Alliance, Outdoor Retailer, Gregory, Mammut, Lycra, Farm to Feet, Next Adventure, Nemo, Circana and others…
Fourth Quarter 2024
- U.S. Consumer Confidence Shrinks in December Survey; Tariffs Top of Mind
Based on consumers’ short-term outlook for income, business and labor market conditions, the Board’s Expectations Index tumbled 12.6 points to 81.1 for the month, just above the threshold of 80 that usually signals a recession ahead. - NRF: Retailers and Vendors Continue to Surge Goods Ahead of Strike and Tariffs
Hackett Associates Founder Ben Hackett said retailers are under pressure as they front-load cargo to avoid both the disruption of the strike and higher costs from the tariffs. - NRF: Import Cargo Could See Surge Ahead of Potential Port Strike and Trump Tariffs
Import volumes at the nation’s major container ports could be higher than previously expected for the remainder of this year as retailers face another potential East Coast/Gulf Coast port strike and tariff increases planned by President-elect Donald Trump, according to the Global Port Tracker report released by the National Retail Federation and Hackett Associates. - NRF Study Sees Sharp Increase in Cost to Consumers with Tariff Increase
The National Retail Federation is suggests in its latest study that U.S. consumers could lose between $46 billion and $78 billion in spending power each year if new tariffs on imports to the United States are implemented. - Section 301 Tariff News is Not Good for the Bike Business
PeopleForBikes said all May 31, 2024 exclusions are briefly extended to June 14, as a “transition period.” Exclusions for bicycle trailers and some bicycle helmets are extended to June 1, 2025. - EXEC: Industry Organizations Push Back on Biden Administration’s Tariff Decisions
The decision to maintain Section 301 China tariffs and implement new tariffs has U.S. retail and brand companies up in arms over the decision released this week by the Biden administration.
