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.

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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.

Download the full report