Trump’s tariffs have forced companies to quickly decide whether to absorb extra costs, pass them to consumers, or relocate manufacturing—complicating recovery just as supply chains had rebounded from COVID-19 disruptions. Global supply chain expert Kerim Kfuri argues these challenges can spur valuable innovation.

Among the top concerns regarding President Donald Trump’s litany of tariffs are the effects on the supply chain. The onset of tariffs forced businesses to quickly decide whether to pass on the cost to customers or eat it themselves. Some businesses have even decided to up and move manufacturing facilities to the U.S. to circumvent at least some of the blow.

From an outsider’s perspective, this feels like a one-two punch for consumer goods companies, manufacturers, and suppl

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