The U.S.-China trade war is starting to create a stark contrast between which suppliers and retailers have the power to shift the burden away from their own balance sheets and which do not. Target, which has an assortment dependent on in-house brands, does quite a lot of importing from China itself, while also purchasing products from suppliers that do that same.
An analyst on the August call put the percentage of Target’s own imports at 80% exposed to list four, though Cornell called that number overstated.
