logo
episode-header-image
Apr 2025
26m 59s

Can Tariffs Really Revive 'Made in USA' ...

THE BUSINESS OF FASHION
About this episode

In early April, President Donald Trump announced an unprecedented wave of tariffs, imposing duties as high as 145 percent on imports from China. Among the rationales offered were the prospect of a US manufacturing renaissance.


The American fashion sector – heavily reliant on overseas production, particularly in China – now faces significant disruption. Some brands are adapting quickly, leveraging their domestic operations and leaning into a ‘Made in USA’ identity. Others are reevaluating their reliance on China as their primary sourcing destination. But the prospect of a mass return of garment manufacturing jobs remains a remote possibility, most economists and fashion industry experts say. 


In this episode of The Debrief, BoF correspondents Malique Morris and Marc Bain join executive editor Brian Baskin and senior correspondent Sheena Butler-Young to assess whether the dream of American-made fashion is any closer to reality.


Key Insights: 


  • The ‘Made in USA’ dream remains out of reach due to the lack of US manufacturing infrastructure. "The infrastructure just literally isn't here," says Bain. "Even if you use US grown cotton, most of the time that cotton is shipped out of the US to be spun into yarn and woven into fabric somewhere else. These are all sorts of things that we just don't have here. It's been lost over decades and it would take decades to get it back.”


  • Brands that already manufacture domestically are seeing success from marketing craftsmanship, experience and emotional value. The outdoor clothing company Filson, for example, offers walking tours around their manufacturing facility that shares a space with their Seattle headquarters. “Fashion is already an emotional purchase, and consumers do care about the story behind a brand. That's why brand marketing is so important for building the label,” says Morris. “This is another way to tap into that. It's storytelling, not nationalism.” 


  • Whereas the US has a lack of infrastructure for manufacturing, China is in the exact opposite position. Small brands might have their supply chain concentrated in one geographical area and are especially vulnerable to tariff changes. “If that area happens to be China and suddenly there's this giant more than doubling of tariffs, you are in serious trouble,” says Bain.  


  • Although cheap overseas clothing companies like Shein and Quince will now be subject to increased duties, consumers won’t abandon cheap fashion overnight. “Even if [middle-class shoppers] are not going to buy American-made brands that are significantly more expensive, maybe they'll go second-hand, maybe they'll vintage,” says Morris. “I think the hope here is that people will just get conditioned out of the idea that they can get $2 jeans and a $10 dress.”



Additional Resources:



Hosted on Acast. See acast.com/privacy for more information.

Up next
Yesterday
Sports x Fashion: Who’s Really Winning?
From team-branded fashion shows to tunnel-walk capsules and luxury watch deals, sport and fashion are converging at speed. The NFL has rolled smaller licensing tie-ups into marquee partnerships, while the WNBA is emerging as a fertile ground for inventive brand-player collaborati ... Show More
25m 14s
Oct 3
Kiki McDonough on Changing How Women Buy and Wear Jewellery
Raised in a family of antique jewellery specialists, Kiki McDonough launched her namesake jewellery brand in 1985 with accessible pricing and pieces women could wear anywhere. Her early crystal-and-bow designs ended up in the V&A, while her growing client list came to include mem ... Show More
29m 50s
Oct 1
Can Gen-Z Beauty Brands Grow Up?
Brands like Bubble, Starface and Byoma rode TikTok-native aesthetics to win Gen-Z hearts and Sephora shelf space with plush mascots, playful stickers and sensorial jelly textures. Founders close in age to their audience moved fast, crowd-sourced ideas and mastered algorithms. Now ... Show More
23m 5s
Recommended Episodes
Apr 2025
A Toy Manufacturer Explains How Trump’s Tariffs Could Crush His Industry
In the past three weeks, we've spoken to economists about the tariffs. We’ve spoken to a historian about the Smoot-Hawley Tariff Act and the 100-year legacy of American protectionism. We've spoken to supply chain expert Jason Miller from Michigan State about why China is set up t ... Show More
35m 9s
Jun 2024
Electric Cars: Made in China?
China produces more than half the world's electric vehicles and is scaling up exports, but there are concerns its manufacturers would have an unfair advantage in the UK, which could spell disaster for domestic firms.Evan Davis and guests discuss the UK's dilemma around Chinese EV ... Show More
32m 40s
Jul 2024
A BREATHER: Making Clothes in China
This is a show about globalization, fashion design, and the future of manufacturing-based economic growth.For a breather from the election chaos, ChinaTalk interviewed Will Lasry, Montreal-based designer, manufacturing specialist, and founder of Glass Factory. Will and his team a ... Show More
1h 16m
Jan 2023
Why Designer Shoes Are So Expensive
A new BoF Insights report tracks the evolution of the fast-growing high-end footwear market — and why luxury shoppers are willing to spend more than ever on the perfect shoe. Background: Luxury footwear is booming as consumers opt to spend more than ever on shoes with soaring pri ... Show More
27m 51s
Jul 24
High Luxury, Cheap Labour: Inside Loro Piana's Sweatshop Links
The luxury industry trades on a carefully constructed marketing image, deeply linked to artful claims of exclusivity, craftsmanship, and impeccable standards. But a slew of Milanese court cases linking some of luxury’s biggest names to sweatshops on the outskirts of the fashion c ... Show More
24m 19s
Jan 2025
Will Trump’s Tariffs Reshape Asian Economies?
Our Global Head of Fixed Income and Public Policy Research Michael Zezas and Chief Asia Economist Chetan Ahya discuss the potential impact of U.S. tariffs in China and beyond. ----- Transcript ----- Michael Zezas: Welcome to Thoughts on the Market. I'm Michael Zezas, Morgan Stanl ... Show More
6m 54s
May 2023
Rana Plaza 10 Years - So, Did We Make Fashion Ethical Yet?
Ten years ago, the devastating Rana Plaza collapse in Dhaka proved just how deadly the business of making clothes could be for marginalised garment workers. In countries like Bangladesh where cheap clothing is produced at high volume, and wages are kept low, it’s these workers - ... Show More
1h 2m
Apr 2025
Trump’s tariffs: The price of spice
For thousands of years people have traded spices across continents, sharing recipes and wealth. But what could happen to the modern spice industry if costly barriers to free trade are imposed? As US President Donald Trump reaches 100 days in office, it is arguably his “reciprocal ... Show More
17m 27s
Aug 28
China, China, China. Breaking Down China’s Tech Surge | BG2 w/ Bill Gurley and Brad Gerstner
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they dive deep into China’s explosive innovation across AI and EVs, the rise of open-source models, lessons for U.S. competitiveness, the real story on tar ... Show More
1h 6m
Apr 2025
Tariffs Could Drag on Growth in Asia as Well as U.S.
Our U.S. and Asia economists Michael Gapen and Chetan Ahya discuss how tariff uncertainty is shaping their expectations for these economies over the second half of 2025. Read more insights from Morgan Stanley.  ----- Transcript ----- Michael Gapen: Welcome to Thoughts on the Mark ... Show More
11m 19s