What's Inside

In an era of shifting trade policies and heightened geopolitical uncertainty, retailers and brand owners face a pivotal challenge: how to future-proof global sourcing strategies in the face of US tariff escalation.

Companies’ ability to adapt to tariffs varies significantly depending on their existing sourcing mix and operational flexibility. We chart and detail the sourcing exposure of selected retailers and brand owners to various countries, with a focus on nations that are subject to high reciprocal tariff rates.

Which retail firms face high risk, and which are benefiting from greater regional diversification? Read this report to find out.

The companies covered in this report are part of the Coresight 100, our focus list of global retailers and brand owners that our readers and subscribers should pay attention to this year.

Data in this research report include:

• Selected retailers and brand owners’ relative tariff exposure to various countries—charted and tabulated
• Details of sourcing bases for selected retail companies operating in the US

Companies mentioned in this report include: Alimentation Couche-Tard, Amazon, Burberry, Fast Retailing (Uniqlo), Gap Inc., JD Sports, Levi Strauss & Co., Lululemon, Ulta Beauty

Other relevant research:

• Mapping the US’s Reciprocal Import Tariffs: Which Nations Are Affected?
• All our coverage of tariffs
• More reports on supply chain