Trump plans to impose a total tariff rate of up to 20% on Chinese goods, including auto tariffs
Broad higher tariffs on Chinese imports would reduce flow of a wide range of goods into the US.
Source →The trace
How it reaches your house.
Starting from Polyester Staple Fiber (PSF), we walked the supply graph hop by hop to the goods you buy and the companies you own. Each step is the engine’s reasoning, scored for confidence and cited where a source backs it.
First impact
Polyester Staple Fiber (PSF) →Prices risePSF is a critical input for clothing and apparel, so a 15% tariff on polyester products would raise input costs for apparel makers and likely tighten availability in the near term.
89% confidenceClothing and apparel →Prices riseClothing and apparel lists PSF as a critical supply input, so a tariff on polyester products directly raises the landed cost of this input.
88% confidenceReliance Industries (Polyester & Fiber) →Prices risePSF is directly exposed to the polyester tariff, but its small 4% market share and high substitutability keep the propagated impact modest, mainly as a price increase.
Hop 2
Upholstery Fabric (Woven/Performance) →Prices riseUpholstery fabric is a critical furniture input, so a tariff on polyester products raises its cost and feeds through to furniture prices.
89% confidenceUpholstery Fabric (Woven/Performance) →Prices easeJapan supplies 41.9% of this fabric, so a tariff on polyester products would likely reduce U.S. import demand and pressure Japanese export prices/volumes.
77% confidencePET packaging resin →Shortage riskMexico is the largest listed source of PET packaging resin (21.6% share), so a 15% tariff would squeeze imports from that source and reduce available supply from Mexico.
Hop 3
Mexico →Prices riseIntuitive Surgical explicitly flags potential tariffs on goods imported from Mexico, where it manufactures a significant majority of its instruments and accessories, making cost pass-through highly plausible.
94% confidenceMexico →Prices riseAcuity Inc.AYI
Acuity says about 55% of finished products are made in Mexico and explicitly warns that U.S.-Mexico trade disputes can disrupt supply, so a Mexico-linked tariff shock should raise its landed costs.
88% confidenceVietnam →Prices riseHop 4
ROSS STORES, INC. →Shortage riskRoss Stores is a material customer for G-III, accounting for 11.0% of G-III's net sales, so a tariff-driven hit to Ross would likely reduce G-III's orders and revenue.
79% confidenceCrocs, Inc. →Shortage riskIf Crocs is pressured by the tariff shock, Shoe Carnival faces a direct demand/revenue hit because Crocs accounted for about 9% of its net sales.
72% confidenceNIKE, Inc. →Prices rise
Where it lands
What you buy, and what you own.
Goods you buy
Clothing and apparel · Furniture
In the MyPRIA app, this is checked against your own holdings.