综述｜关税阴影下，美国服装业市场“紧张并焦虑”

Core Insights - The U.S. apparel industry is experiencing tension and anxiety due to the uncertainty surrounding tariff policies, which are leading to increased costs, compressed profits, and supply chain uncertainties [1][2][3] Industry Overview - The Las Vegas Apparel and Footwear Trade Show, one of the largest in North America, has become a platform for discussing the impact of tariffs on the industry, with many exhibitors expressing concerns about market confidence and business opportunities being overshadowed by tariff issues [1] - Companies are facing significant challenges in managing cost increases without fully passing them on to consumers, leading to a delicate balance between market acceptance and survival pressures [1][2] Company Responses - Companies like Tribal Fashion are adjusting their pricing strategies, with a reported 7% increase in the price of their spring 2026 women's collection to cope with rising tariffs while trying to maintain customer relationships [1] - Bravo Group, a U.S. menswear company, is under pressure due to the price sensitivity of its market segment, making it difficult to raise prices without risking market share [2] - Global Footwear, which relies heavily on Chinese manufacturing, has found it challenging to find suitable alternatives in Southeast Asia due to quality concerns, thus maintaining its existing supply chain [2] Supply Chain Dynamics - The deep integration of supply chains with China is evident, as companies like Orange Fashion rely on specific materials, such as bamboo, that are best sourced from China, complicating any potential supply chain shifts [3] - Industry experts highlight that the direction of U.S. tariff policies remains a critical variable affecting global fashion supply chains and market confidence [3]