Within the department stores in the United States, the tariff prices aluminum

The impact of President Donald Trump’s rates on prices throughout the economy will increase during the summer. In the chains of warehouses departments of the United States. UU. Including Macy’sNordstrom, and Dillard’sThe evidence of label prices inflation is beginning to appear in more articles.

Recent price increases in clothing, footwear and bags on the main websites of the US department store. UU. Traced by Dataweave indicate a turning point in May, when prices began their promotion.

Dataweave analyzes almost 15,000 sku (actions maintenance units), a scanning code that retailers use to identify and track a product, and has been collecting that data from January to June to obtain signs of price increases in footwear, clothing and bags.

“The footwear is now up to 4% above the January levels in some banners, while the clothes are approximately half of that rhythm,” said Karthik Bettadapura, co -founder and CEO of Dataweave.

According to data, Macy’s 1589 SKUS OF FOOTWEAR reported a 4.2% increase in the price, followed by Nordstrom (3.1%), and Dillard’s (2%.)

Prices in the store can vary slightly online prices, but they generally follow the same price trend.

The type of product and its supply can influence the speed with which price increases arrive.

Private label lines, many of which are made in China, refresh every few months, so retailers like Macy’s and Nordstrom feel that the highest costs on earth before Bettadapura. Footwear reacts faster because it carries some of the most pronounced reference tasks and depends largely on China for finished couples. “Even a modest tax can undertake quickly once the fresh stock lands in the distribution centers,” BettadaPura said. The clothes, with longer design cycles and a more diversified supply base, “moves more gradually,” he added.

Macy’s, Nordstrom and Dillard’s did not respond to comments requests.

SKU data supports the results of a recent survey conducted by footwear and retail distributors in America, where 55% of respondents said they expect their average retail price to increase between 6% and 10% in 2025 as a result of tariffs.

“With all styles back to school that now face rates of between 10 and 30 percent, the highest prices should not be a surprise this summer,” said Stephen Lamar, CEO of the American Association of Apoceis and Footwear. “While each company makes its own decisions, these tariff costs now feel in all areas,” he said.

In clothes, DSW headed the list in recent price increases, 2%, followed by Macy’s (1.9%) and Nordstrom (1.8%), according to Dataweave.

“If these rates persist or increase after July 9, we can expect more of the same in the stations,” Lamar said.

In the category of bags (which includes bags and bags of shoulder, cross body, deep and belt bags, bags, backpacks, travel bags and canvas, small products and clutches), the Outdoor Recreation store Rei had the increase in prices, with 2.6% of Dillard’s, Macy’s and Nordstrom had nominal increases.

Trump has not recently been compromised by continuing with the deadline of July 9 at his White House for rates agreements with many commercial partners or implementing additional tariffs. The White House announced Wednesday morning that it has a commercial agreement with a key retail manufacturing partner, Vietnam.

Trump said that in a social position the rate of the rate on the Vietnamese goods will be 20%, and that it goes to 40% by any product that is finished in Vietnam but that originate in other countries, such as China, in what is called “Transhipdo”, a supply chain strategy also known as “China more one” that has been used by companies to avoid tariffs.

Vietnam Commercial Agreement on Retail Suppliers

Clothing companies that depend on Vietnam’s manufacturing capacity could face greater import costs under the new rate. Nike, LululemonPatagonia, Puma and H&M are among the industry retail companies with manufacturing operations in Vietnam.

Vietnam is the second largest provider of footwear, clothing and accessories sold in the US market, according to the American Appare and Footwear Association. In 2024, the United States imported 274 million pairs of Vietnam Footwear, which represents more than half of all imports of sports shoes by volume and value, according to the distributors of footwear and retailers in America, and says that Vietnam is in pace to be the largest international shoe provider in 2025.

The 20% tariff would be less than Trump’s initial threat of a 46% rate on Vietnam’s goods, but would be stacked in addition to the most favored national rates paid by Vietnam, which carries the rate combined to 30% as a minimum, which could cause significant economic challenges for retailers. Meanwhile, the 40% Transhipment Rate that has not yet been clearly defined by the Administration.

“Disruption that pipe with additional tariffs would affect US consumers and our hard industry,” the CEO of Fdra, Matt Priest Said a statement on Wednesday by calling the Vietnam tariff agreement as “unnecessary” and “bad economy.”

The next price movement can come from consumers

“Retailers have warned for a long time that tariffs will affect prices, and some consumers may be beginning to see those reflected in key consumption products,” said Jonathan Gold, vice president of the supply chain and customs policy in the National Federation of retailers. “Tariffs continue to be an important challenge for retailers, especially with continuous uncertainty and unknowns with respect to the final rates of rates.”

He said that retailers have tried to mitigate price increases, but merchandise subject to tariffs is making its way through the supply chain and is now placed on store shelves.

“We are going to see the intake back to school closely to measure whether this price impulse accelerates or levels,” BettadaPura said.

Bill Simon, former Walmart CEO, said the data correlates with what they are seeing, and the next movement to enliven or quell the inflation trend between the products can depend on the consumer.

“Companies are mitigating what they can and are happening to the rest,” Simon told CNBC. “The consumers, who are the final referee of the tariffs, then come into play. Will they buy the article that has risen in price, or will they change to another article in the same category that has less (or not) rate? The client can decide if he wants to leave the category completely,” he said.

Simon gave an example of the groceries, saying that if the price of bananas increases due to a rate, customers can decide to buy them or leave the category and buy oranges from California or Florida. “If you observe the article level, you will see a higher price in the banana, but when you observe the category, you will not see an increase in prices because consumers changed to oranges. That is why I think that despite seeing price increases at the article level, we are not seeing broader inflation.

Peter Bockvar, Investment Director of Bleakley Financial Group, says that inflation is underway “and has been in recent months”, citing a recent increase in central import prices, ex food and energy, in April and May. “The only question is how this will flow now through the supply chain and who eats it,” said Bockvar. “[Fed Chair Jerome] Powell has made it clear that he will wait as long as possible until the tariffs make their way through the supply chain so that they can see where they end in terms of absorption. ”