The ‘number one thing’ retailers need to withstand tariff impacts

Yahoo Finance Video

Wed, February 25, 2026 at 9:30 PM GMT+9

In this video:

XRT

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After reconvening last week, the US Supreme Court (SCOTUS) ruled to strike down President Trump’s sweeping trade tariff policies. Trump has since announced a 15% global tariff.

Coresight Research president Max Kahn sits down with Yahoo Finance Markets and Data Editor Jared Blikre to discuss how the latest tariff developments are impacting the retail sector (XRT).

To watch more expert insights and analysis on the latest market action, check out more Asking for a Trend.

For more on the Supreme Court’s tariff ruling, check out these videos:

Trump responds to SCOTUS tariff ruling: It’s ‘deeply disappointing’

SCOTUS struck down Trump’s tariffs. Now what?

Supreme Court tariff ruling: Here’s everything you need to know

SCOTUS tariff ruling: Markets need to understand ‘2 things’

Trump tariffs ‘overstepped’ constitutional bounds: Ex-Watergate prosecutor

What the tariff ruling means for already-negotiated trade deals

SCOTUS ruling: What a remedy to Trump tariffs could look like

Could Trump use a reconciliation bill to push for new tariffs?

Video Transcript

00:00 Speaker A

You mentioned supply chain a couple of times and uh just give us an overview, how reliant is the US still on China and some other country countries? Um how far along are we in the president’s goal of bringing a lot of that back uh to US shores?

00:18 Speaker B

So, we’re a lot less reliant on China. That’s for sure. But that but the shifting away from China has not necessarily moved back to the United States.

00:30 Speaker B

Um, you know, so most of that shifting has moved into other parts of Asia, into South America, you know, into, you know, other other part into even to a cer to to a lesser degree, but but a small and emerging degree to Africa.

00:43 Speaker B

Um, so the reliance on China is definitely down, but that hasn’t necessarily, you know, driven manufacturing with for the retail sector um and back into the United States yet.

00:59 Speaker A

Well, we’ve seen winners and losers in retail writ large and this goes all the way back to the pandemic. So, what kinds of retailer retailers are best positioned to navigate the current tariff backdrop given that, you know, we are probably going to have a lot of uncertainty for a while?

01:13 Speaker B

Yeah, I mean, I think the the really the number one thing I would look for is the companies that have built in resilience and flexibility into their um sourcing strategy and and you can kind of see that a little bit more relative to whether a company is able to, you know, sort of shift their um their sourcing depending on exactly kind of what the current situation is.

01:29 Speaker B

So, a lot of people were able to, you know, to kind of shift away from China, but the, you know, I would look for companies that are not highly concentrated in any one particular um country in particular. Um you know, and that have diversified their ability to do sourcing, you know, not into different not just into different countries, but into different regions as well.

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