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President Trump’s trade war has already loomed large over the back-to-school and holiday season ordering of retailers. Spring season is next, and it is occurring just as Trump’s latest sweeping global tariffs take effect.
While Spring 2026 may seem relatively far off into the future, for retailers, now is the time of year when they plan spring orders, and both retailing and manufacturing experts say the tariffs will influence the level of activity.
The retail industry warned on Friday that the latest tariffs may lead to higher prices, fewer products on the shelves, and job losses.
“Continued high tariffs from key sourcing countries, last-minute policy shifts, and unclear new requirements are creating the perfect storm for a difficult holiday season and a challenging spring,” said Steve Lamar, CEO of the American Apparel & Footwear Association. “America’s most popular brands and retailers are in a flurry of navigating the still-unpublished details of new trade deals. As they plan for Spring 2026, they’re weighing tough choices: whether to raise prices, cut jobs, or reduce the range of products offered to consumers,” he said.
