全球瞭望｜美媒：关税将推动美国皮革制品价格显著上涨

Group 1 - The article highlights that U.S. tariff policies and supply chain disruptions are expected to significantly increase the prices of leather goods such as boots and handbags by 2025, with further increases anticipated in the next two years due to tariffs and a decrease in domestic cattle numbers [1] - Texas-based footwear company, known for its Western-style boots, faced chaos after the tariff announcement in April, with rising import costs and logistics disruptions forcing employees to constantly recalculate profit margins [1] - The parent company of Coach, a handbag brand, reported that tariff-related expenses could reach $160 million, indicating that the negative impact on profits would be greater than previously expected [1] Group 2 - Experts predict that as pre-tariff import inventories are depleted, products on shelves will require more expensive leather materials, alongside rising foreign processing and shipping costs, leading to higher retail prices for leather goods that are unlikely to decrease in the short term [1] - The Yale University Budget Lab forecasts that U.S. leather goods prices will rise by nearly 22% in the next one to two years due to inflation, supply chain bottlenecks, and high tariffs [1] - The price impact on the leather industry is expected to be more pronounced in 2026, prompting companies to decide whether to pass on increased costs to consumers or reduce workforce [2]