今年假日季，美国消费者或将为关税多付286亿美元

Core Insights - The new tariff policies implemented by Trump are expected to increase U.S. consumer spending by hundreds of billions during the holiday season, with an estimated total cost increase of $40.6 billion for consumers and retailers combined [1][2] Group 1: Consumer Impact - Consumers are projected to bear approximately $28.6 billion of the additional costs, resulting in an average increase of $132 per shopper [1] - This additional expenditure may lead many families to reduce their gift spending or incur more debt, creating tangible financial pressure [1] Group 2: Retailer Expectations - Retail analysts anticipate a decline in holiday season sales due to the increased costs from tariffs, with many consumers facing a "harsh reality" of either reducing gift quantities or absorbing higher costs [2] - Despite the overall sales decline, demand for electronics and clothing remains strong, although price increases may limit options for some consumers [2] Group 3: Product-Specific Cost Increases - Electronics consumers are expected to experience the highest impact, with an average additional expenditure of $186 per person, followed by clothing and accessories at $82, personal care and toys at $14, and food and candy at $12 [2]