The Tariff Landscape for Consumer & Retail
Consumer goods have been among the most visible targets of US tariff policy. IEEPA tariff actions added another layer across nearly every consumer import category. De minimis exemptions that once shielded small-value shipments from duty are being suspended, expanding the duty base for DTC and e-commerce brands that previously sat below the threshold.
The result is a retail sector paying significantly more in duties than it was three years ago, with sourcing strategies that haven't fully adapted and a compliance infrastructure that was never built for this volume of tariff exposure. The companies that are winning aren't necessarily the ones who found cheaper suppliers. They're the ones who discovered that a meaningful portion of what they already paid can come back.




