A Truce, Not a Reset
US-China optics have improved, but the underlying trade conflict and tariff risk remain unresolved.
/ Proposed Section 301 tariffs targeting 60 countries could reshape sourcing economics across many of the apparel industry’s largest production hubs.
Tariff troubles are not over for brands importing into the US.
Section 301 is now a direct, near‑term pricing and sourcing risk for apparel, mainly via the new forced‑labor investigation covering 60 countries, on top of the existing China‑focused 301 tariffs. The key issues for apparel include a proposed 10–12.5% 301 layer on most apparel‑exporting countries and a new review cycle for China tariffs by the end of this year.
However there are some possible exceptions.
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US-China optics have improved, but the underlying trade conflict and tariff risk remain unresolved.
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