US apparel import demand dips amid high tariffs, inflation
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The latest data from OTEXA shows that ongoing high inflation, Section 301 tariffs and volatility left imports “weak” in September 2026.
Directly affected
- No company is named in this report.
Indirectly affected
- XLI Industrial Select Sector SPDR
Industrial Select Sector SPDR: it holds companies hit by import costs and trade rules. Linked by “tariff” (tariffs and trade) in this story.
- XRT SPDR S&P Retail ETF
SPDR S&P Retail ETF: it holds companies hit by import costs and trade rules. Linked by “tariff” (tariffs and trade) in this story.
- TIP iShares TIPS Bond ETF
iShares TIPS Bond ETF: it is a common hedge when prices rise. Linked by “inflation” (inflation and prices) in this story.
- CAT Caterpillar
Caterpillar (construction machinery and equip): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story.
- DE Deere
Deere (farm machinery and equipment): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story.
- WMT Walmart
Walmart (variety stores): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story.
- NKE Nike
Nike (rubber and plastics footwear): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story.
- COST Costco Wholesale
Costco Wholesale (variety stores): big consumer-goods sellers feel price rises in costs and shopper demand. Linked by “inflation” (inflation and prices) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| XLI | +0.40% | -3.60% | base | +1.43% | after close | after close | after close |
| XRT | +1.39% | -3.19% | base | -0.55% | after close | after close | after close |
| TIP | +0.74% | +0.94% | base | +0.02% | after close | after close | after close |
| CAT | +1.14% | -4.42% | base | +3.22% | after close | after close | after close |
| DE | -1.67% | -2.10% | base | +0.69% | after close | after close | after close |
| WMT | +2.97% | -0.02% | base | -0.83% | after close | after close | after close |
| NKE | +4.73% | -0.18% | base | -2.19% | after close | after close | after close |
| COST | -1.85% | -1.20% | base | +1.06% | after close | after close | after close |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
US apparel import demand dips amid high tariffs, inflation Just Style
Source: Just Style
This story
| Company | When | Move | Status |
|---|---|---|---|
| CAT | that day | +3.22% | still updating |
| CAT | three days earlier | -4.42% | final price |
| CAT | five days earlier | +1.14% | final price |
| COST | that day | +1.06% | still updating |
| COST | three days earlier | -1.20% | final price |
| COST | five days earlier | -1.85% | final price |
| DE | that day | +0.69% | still updating |
| DE | three days earlier | -2.10% | final price |
| DE | five days earlier | -1.67% | final price |
| NKE | that day | -2.19% | still updating |
| NKE | three days earlier | -0.18% | final price |
| NKE | five days earlier | +4.73% | final price |
| TIP | that day | +0.02% | still updating |
| TIP | three days earlier | +0.94% | final price |
| TIP | five days earlier | +0.74% | final price |
| WMT | that day | -0.83% | still updating |
| WMT | three days earlier | -0.02% | final price |
| WMT | five days earlier | +2.97% | final price |
| XLI | that day | +1.43% | still updating |
| XLI | three days earlier | -3.60% | final price |
| XLI | five days earlier | +0.40% | final price |
| XRT | that day | -0.55% | still updating |
| XRT | three days earlier | -3.19% | final price |
| XRT | five days earlier | +1.39% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Lisa McClain bought Caterpillar (CAT) (held by a spouse), worth $1,001 - $15,000 on 28 Sep 2026. That is 44 days before publication. Filed 12 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Walmart (WMT) (held by a dependent child), worth $15,001 - $50,000 on 13 Oct 2026. That is 29 days before publication. Filed 5 Nov 2026. View the filing.
- Rep. Rohit Khanna sold Walmart (WMT) (held by a spouse), worth $1,001 - $15,000 on 7 Oct 2026. That is 35 days before publication. Filed 5 Nov 2026. View the filing.
- Rep. Pete Sessions sold Walmart (WMT) (held by a spouse), worth $50,001 - $100,000 on 2 Oct 2026. That is 40 days before publication. Filed 27 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Nike (NKE), worth $15,001 - $50,000 on 28 Aug 2026. That is 75 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Gilbert Cisneros sold Nike (NKE), worth $15,001 - $50,000 on 27 Aug 2026. That is 76 days before publication. Filed 10 Sep 2026. View the filing.
- Donald J Trump, an executive branch official, sold Nike (NKE), worth $100,001 - $250,000 on 21 Aug 2026. That is 82 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Pete Sessions sold Costco Wholesale (COST), worth $100,001 - $250,000 on 13 Oct 2026. That is 29 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Costco Wholesale (COST) (held by a spouse), worth $1,001 - $15,000 on 12 Oct 2026. That is 30 days before publication. Filed 5 Nov 2026. View the filing.
- Rep. Rohit Khanna bought Costco Wholesale (COST) (held by a spouse), worth $1,001 - $15,000 on 7 Oct 2026. That is 35 days before publication. Filed 5 Nov 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
How solid “US apparel import demand dips amid high tariffs, inflation” looks
12 out of 100Price not final
“US apparel import demand dips amid high tariffs, inflation” scores 12 out of 100. The score uses 1 sources. The price is not final yet.