Supply Chain Dive analysis identifies five trends reshaping consumer electronics supply chains

Levi's to spend three-quarters of $80M tariff refund on supply chain and marketing

Levi Strauss & Co. recorded roughly $80 million in tariff refunds last quarter and plans to spend three-quarters of the returned funds on supply chain improvements and other areas of the business, EVP and chief financial and growth officer Harmit Singh said on an Oct. 7 earnings call. A third of the $60 million will go to distribution and logistics, with the rest split equally between marketing and promotional activities, and a small portion went toward inventory clearance ahead of the holidays.

U.S.-China Board of Trade proposes reduced tariffs on non-sensitive goods

The U.S.-China Board of Trade has recommended reduced tariff treatment for non-sensitive goods covering roughly $30 billion in imports for each country, the Trump Administration announced. USTR Jamieson Greer said the arrangement covers about 30 percent of U.S. exports to China, including agricultural products and medical devices, and U.S. imports of household goods, toys and other products generally not imported from other countries. The White House documentation did not specify reduction amounts or an implementation date, and the terms of reference state future duty reductions will be determined and implemented in accordance with each side's domestic legal processes.

White House releases U.S.-China "30-for-30" lists of products recommended for reduced tariff treatment

The White House released on September 27, 2026, "30-FOR-30" lists of U.S. products for import into China and Chinese products for import into the United States that the two countries will consider for reduced tariff treatment on a reciprocal basis, consistent with their respective domestic laws and processes. The release does not name the products, HTS codes, rates or an effective date.

Finance Canada says dollar-for-dollar counter-tariffs on U.S. goods take effect September 8

Canada's Department of Finance says dollar-for-dollar counter-tariffs responding to newly imposed U.S. tariffs on Canadian goods will take effect on September 8, following a virtual meeting between Minister of Finance and National Revenue François-Philippe Champagne and provincial and territorial finance ministers. Minister Champagne said a major support package will soon be announced to help businesses maintain liquidity and support Canadian workers, and invited provincial and territorial ministers to provide input on proposed countermeasures, implicated products, and supports. The meeting also covered the suspension of trade negotiations with the United States, internal trade barriers, Buy Canadian initiatives and export market diversification.