Overview

• Treasury Secretary Scott Bessent told Congress that exemptions for baby strollers, car seats, and cribs from 145% tariffs on Chinese imports are under active consideration.
• President Trump expressed hesitation about granting too many carve-outs, stating he wants to maintain simplicity in his tariff policy but will review the proposal.
• Nearly all U.S. strollers (97%) and car seats (87%) are sourced from China, leaving manufacturers and retailers vulnerable to supply chain disruptions and cost increases.
• Companies have already raised prices on baby gear by 20–30% and warned of inventory shortages as shipments from China are paused due to the tariffs.
• Upcoming trade talks in Geneva between U.S. and Chinese officials could influence the administration's decision on these tariff exemptions.