3 ways tariffs are impacting retailers
If the retail industry has learned anything from the first half of 2025, it’s that the only constant is change and tariffs are no exception under the Trump administration.
The will they, won’t they approach to U.S. trade deals has pushed retailers to rethink sourcing, increase pricing and put in inventory orders earlier than last year.
A few companies have continued to thrive despite this tough environment, such as Walmart and the athletics brand On. Others, like Under Armour, Funko, and even off-pricers, have felt the sting of evolving geopolitical relations.
Even the best performers are watching shifting tariff rates closely — and further strain is expected for the second half of the year.