The rise of the tariff-optimized supply chain
Based on analysis of more than 1 million U.S. customs entries, this report documents how importers actually responded to tariff stacking in 2025 and which adaptations stuck into 2026.
In 2025, effective duty rates in some import categories crossed 80%. That's not a policy adjustment. That's a cost environment that no longer resembles the one most supply chains were built for.
This report analyzes over 1 million U.S. customs entries to document what happened next. Not where companies moved their sourcing, but how they changed the way they execute: mode selection, entry structure, route design, duty timing. The adaptations that faded. The ones that didn't.
What's left is a new operating baseline. The full report breaks down the 3 patterns behind it and the capability framework companies are building to compete in a trade environment that may not stabilize.