Even If Tariffs Reverse, Manufacturers' Flight From China Will Continue -- WSJ

Dow Jones
Nov 05

By John Keilman

Irrespective of how the Supreme Court comes down on emergency tariffs, one outcome seems assured: American manufacturers will continue to leave China.

Even before President Trump's election, companies such as Stanley Black & Decker were planning to shift their supply chains out of China. But steep tariffs have added extra costs to imported products and components, lending greater urgency to the effort.

The Connecticut-based tool maker has moved some production to Mexico. On Tuesday, executives said the migration would continue, despite Trump's recent trimming of China's tariff rate.

"This reduction of 10 percentage points to the China tariffs doesn't meaningfully change that outcome," said Patrick Hallinan, Stanley Black & Decker's chief financial officer.

Off-road vehicle manufacturer Polaris is following a similar path. It faces a tariff bill of around $90 million this year and is trying to shrink spending on Chinese suppliers by 80% over the next two years.

"That will be a pretty massive reduction and certainly a benefit to the business," Chief Executive Mike Speetzen said last week.

This item is part of a Wall Street Journal live coverage event. The full stream can be found by searching P/WSJL (WSJ Live Coverage).

(END) Dow Jones Newswires

November 05, 2025 04:38 ET (09:38 GMT)

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