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April 21, 2026

The new sourcing dilemma for American brands

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Record second quarter for Levi Strauss spurs optimism.
Denim leader raises its 2025 revenue expectations, despite new tariffs.
Diversification strategies see business with China greatly diminished.
With rising duties, brands face cost hikes, supply chain shifts, or passing prices onto consumers.
US apparel imports from China hit a 22-year low in May 2025.

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