Inside America’s department stores, tariff price hikes pick up

President Donald Trump’s tariffs on prices throughout the economy are expected to increase during the summer. USA in store chains Macy’sNordstrom and Dillard’sEvidence of the label price inflation begins to appear among more products.

The latest price increases in clothing, shoes and bags on the Big US department store websites watched by Dataweave show a turning point in May, when prices began to rise.

Dataweave analyzes approximately 15,000 SKU (stock holding units), a scanned code used by retailers to describe and monitor a product, and collects this data between January -June for price increases in shoes, clothing and bags.

“Shoes are now up to 4% of the January levels, roughly half of this speed,” Dataweave’s founding partner and CEO of Karthik Bettadapura said. He said.

According to data, Macy’s 1589 SKU shoes reported a 4.2% increase in the price, which Nordstrom (3.1%) and Dillard’s (%2.)

Prices in the store may change slightly from online prices, but usually follow the same pricing tendency.

Product type and resource usage may affect how fast price increases are.

According to Bettadapura, renew the special label lines in China every few months, so retailers such as Macy’s and Nordstrom feel higher soil costs earlier. The shoe reacts fastest, because it carries some of the most upright basic tasks and relys largely for China for finished couples. Bettadapura said, “Even a modest tax can quickly fluctuate fresh stock lands on distribution centers.” He said. Longer design cycles and a more diversified supply base clothing, “it is moving more slowly,” he added.

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

SKU data, 55% of the respondents as a result of tariffs as a result of the average retail prices in 2025 an average of 6-10% expected to increase, he said.

American Clothing and Shoe Association CEO CEO Stephen Lamar, “Return to school is currently faced with tariffs between 10-30 percent of tariffs, higher prices should not be surprised this summer,” he said. “When each company makes its own decisions, these tariff costs are now felt on the board of directors,” he said.

In clothing, DSW, according to Dataweave, followed 2%for the latest price increases, followed by MACY (1.9%) and Nordstrom (1.8%).

“If these tariffs continue after 9 July or increase, we can expect more to come to the seasons if they continue.” He said.

In the category of bags (bags and shoulder bags, cross -poultry, sling and belt bags, sheaths, backpacks, travel and duffel bags, small products and clutching), Open Air Recreation Store Rei, 2.6% Dillard’s, Macy’s and Nordstrom’un had nominal increases.

Trump will not depend on the last date of July 9, and the White House has been applying sets or additional tariffs for tariff agreements with many trading partners. On Wednesday morning, the White House announced a trade agreement with a key retail production partner Vietnam.

Trump said that the tariff rate on Vietnam goods in a social task will be 20% and in other countries such as China, which ended in Vietnam, but also known as “transfer”, it will go to 40% for a “China plus” strategy used by companies to avoid tariffs.

Vietnam Trade Agreement on Retail Suppliers

Based on Vietnam’s production capacity, clothing companies may face higher import costs under the new tariff rate. Nike– LululemonPatagonia, Puma and H&M are among the retail sector companies with production operations in Vietnam.

According to the American Association of Clothing and Shoes, Vietnam is the second largest supplier for shoes, clothing and accessories sold to the US market. In 2024, the United States imported 274 million pairs of shoes from Vietnam, according to the US shoe distributors and retailers, and says Vietnam was the largest international shoe supplier in 2025.

The 20% tariff will be less than Trump’s threat of 46% of Vietnam on goods, but will be stacked on the existing 10% nation tariffs paid by Vietnam, which may increase the united tariff to at least 30%, which can cause significant economic difficulties for retailers. Meanwhile, 40% transfer tariff, which has not yet been explicitly defined by the administration.

“Breaking this pipeline with additional tariffs would hit American consumers and industry hard,” FRA CEO Matt Priest said. In a statement on Wednesday, Vietnam described the tariff agreement as “unnecessary” and “bad economy”.

The next move on prices can come from consumers

“Retailers have long warned that tariffs will affect pricing and some consumers may be starting to see those reflected in the key consumer products,” the National Retail Retail Federation Supply Chain and Customs Policy Vice President. He said. “Tariffs continue to be an important challenge for the uncertainty and unknown and unknowns, especially for the final tariff rates.”

He said that retailers were trying to reduce price increases, but the goods subject to tariffs have passed through the supply chain and are now placed on the shelves of the store.

“We will closely monitor the entry of the school to measure whether this pricing moment is accelerated or whether it is closed.” He said.

Bill Simon, former CEO of Walmart, said that the data is associated with what the data sees, and that the next movement to stop the inflation tendency between the products or drowning may be dependent on the consumer.

Simon told CNBC, “Companies alleviate what they can do and transfer the rest.” He said. “Consumers, who are the last referees of tariffs, then come into play. Will they buy the rising item at the price or will they move to another item in the same category with less (or no) tariff? The customer decides whether they want to leave the category together.” He said.

If the price of bananas is rising due to a tariff, customers gave them an example from the grocery corridor, saying that they could decide to buy them or get out of the category, and instead to buy oranges from California or Florida. “If you look at the item level, you will see a higher price on the banana, but when you look at the category, you will not see any price increase because consumers switch to oranges. Therefore, we don’t see wider inflation.

Peter Boockvar, Chief Investment Officer of Bleakley Financial Group, said that inflation has been going on and that it has been going on for the last few months and that basic import prices in April and May stated that the old food and energy increase. “The only question is how it will flow from the supply chain and who will eat.” He said. “[Fed Chair Jerome] Powell clearly stated that he will wait as long as possible from the supply chain to the supply chain to work, so he can see where they are in terms of absorption. ”