【环球财经】美媒：关税将推动美国皮革制品价格显著上涨

Core Insights - The article discusses the impact of U.S. tariff policies and supply chain disruptions on leather product prices, predicting significant price increases for boots, handbags, and other leather goods in the coming years [1]. Group 1: Price Increases - U.S. leather product prices are expected to rise significantly due to tariffs and a decrease in domestic cattle numbers over the next two years [1]. - The Yale University Budget Lab forecasts that leather product prices in the U.S. will increase by nearly 22% in the next one to two years due to inflation, supply chain bottlenecks, and high tariffs [1]. Group 2: Company Challenges - Texas-based footwear company, Texas Boot Company, faced chaos after the tariff announcement, with increased import costs and disrupted logistics affecting profit calculations [1]. - Other leather product retailers are experiencing similar challenges, with Coach's parent company, Tapestry, estimating tariff-related expenses could reach $160 million, impacting profits more than previously anticipated [1]. Group 3: Industry Responses - Industry experts indicate that as pre-tariff inventory is depleted, products on shelves will require more expensive leather materials, alongside rising foreign processing and shipping costs [1]. - Companies in the leather industry must decide whether to pass increased costs onto consumers or consider workforce reductions due to the financial strain caused by tariffs and supply chain issues [2].