Tariff Quote Watch: Ralph Lauren Follows the Fashion for Baggy Inventories — Panjiva
MENU

Tariff Quote Watch: Ralph Lauren Follows the Fashion for Baggy Inventories

China 3063 Cons. Discr. - Apparel 537 Cons. Discr. - Retailing 525 India 563 Quote Watch 452 Tariffs 1878 U.S. 5418 Vietnam 418

Ralph Lauren has taken a “decision to accelerate select portions of inventory to get ahead of potential China tariffs” according to CFO Jane Nielsen. The firm will also “continue to opportunistically evaluate” its stocking policy as tariff risks evolve as well as seeking to “diversify our global supply chain”. Tariffs could arrive quickly if U.S.-China trade relations deteriorate. Ralph Lauren’s U.S. seaborne imports surged 46.2% higher year over year in 2Q, while its global inventories rose 11.1% and sales by just 2.7%. The selective approach to st...

Copyright © 2026 Panjiva Supply Chain Intelligence, a product offering from S&P Global Market Intelligence Inc. All rights reserved.