12月的一个工作日，马克·拉蒂诺和几名工人正忙着将成卷的乙烯基片材加工成圣诞树上悬挂的闪亮箔 丝。他们使用的定制机器已有近百年历史，在长达35英尺（约10米）的生产线上，源源不断地产出银光 闪烁的箔丝。 拉蒂诺是Lee Display公司的首席执行官。这家位于加州费尔菲尔德的公司由其曾祖父在1902年创立，最 初生产用于帽饰的手工天鹅绒和丝绸花。如今，它已成为美国仅存的少数本土人造圣诞树制造商之一， 年产量约1万棵。 关税波及圣诞树 今年，关税政策让人造圣诞树成为关注焦点，同时也凸显出美国在塑料圣诞树上对进口的高度依赖。 图片来源：视觉中国 行业组织美国圣诞树协会表示，受新关税影响，今年人造圣诞树的价格上涨了10%至15%。不少销售商 因此减少了订货量，并为现有库存支付了更高的关税。 尽管面临这些问题，圣诞树企业普遍认为，在亚洲布局数十年后，大规模将产能迁回美国并不现实。 National Tree公司每年售出超过100万棵人造树，其首席执行官克里斯·巴特勒指出，人造树属于劳动密 集型产品，而且需要搭配节日灯饰等配件，而这些配件在美国已不再生产。 巴特勒表示，美国消费者对节日装饰品的价格非常敏感。 "如果价格 ...

Core Insights - The upcoming holiday shopping season in the U.S. is expected to be challenging for consumers due to inflation and tariffs impacting prices and product availability [1] Group 1: Price Increases Due to Tariffs - Tariffs implemented by the Trump administration are projected to increase consumer costs by approximately $132 per person during the holiday season [3] - Specific categories affected include electronics, where consumers may pay an additional $186, clothing and accessories at $82, personal care products at $14, and food and candy at $12 [3] - Pricefx reports that some product categories have seen price increases of 30% to 40%, particularly in clothing and textiles, with shoe prices rising by 37% and clothing costs by 35% [4] Group 2: Retail Strategies and Consumer Behavior - Retailers are adopting cautious inventory strategies, reducing stock and orders, and extending payment terms by 5% to 10% due to unpredictable tariffs [4] - The prevailing strategy among retailers is to avoid discounting heavily, opting instead to sell out of stock rather than clear inventory at reduced prices [4][6] - Discounts during the holiday season may be less significant, with many promotions based on prior price increases, making them appear more substantial than they are [6] Group 3: Shortages in Holiday Decorations - There is a notable shortage of Christmas trees and decorations, with inventory levels down by double digits compared to previous years [8] - The CEO of National Tree Company indicates that popular items may sell out quickly due to reduced orders during the critical mid-year procurement period [8] - The overall price increase for Christmas trees and decorations is estimated at around 10% this year, driven by tariff-related uncertainties [8]