{"id":34753,"date":"2025-04-30T12:07:56","date_gmt":"2025-04-30T04:07:56","guid":{"rendered":"https:\/\/truekung.com\/?p=34753"},"modified":"2026-06-30T10:09:31","modified_gmt":"2026-06-30T02:09:31","slug":"absorber-145-aranceles-y-la-guerra-comercial-de-trump","status":"publish","type":"post","link":"https:\/\/truekung.com\/es\/absorb-145-tariffs-trump-trade-war\/","title":{"rendered":"Los titanes del comercio minorista absorben aranceles del 145 %: \u00bfcu\u00e1nto tiempo puede durar la guerra comercial de Trump?"},"content":{"rendered":"

Minorista<\/a> Los gigantes reciben un golpe de 145%, para que los consumidores no tengan que hacerlo.<\/h2>\n

Walmart, Target y Home Depot acaban de realizar una acci\u00f3n sorprendente:<\/strong> enfrentado a 145% aranceles<\/a><\/strong> En cuanto a las importaciones chinas, estos gigantes del comercio minorista han decidido... asumir los costos ellos mismos<\/strong> en lugar de traspasarlos a los clientes. Es un sacrificio casi inaudito en una industria conocida por sus m\u00e1rgenes de beneficio muy estrechos, y est\u00e1 ocurriendo justo ahora, bajo la amplia ofensiva arancelaria del presidente Trump.<\/p>\n

Los minoristas sorprenden a la industria al absorber aranceles<\/h2>\n

Est\u00e1n asumiendo un aumento de costos del 145%, por lo que usted no tendr\u00e1 que hacerlo.<\/strong>
\nA finales de abril, Walmart, Target y Home Depot ordenaron a sus proveedores chinos que reanudaran los env\u00edos, con los compradores estadounidenses asumiendo el 145% del arancel de importaci\u00f3n. Esta medida mantuvo las promesas de \"precios bajos diarios\" y evit\u00f3 que los estantes se vaciaran, incluso mientras las f\u00e1bricas de Zhejiang y Guangdong se apresuraban a recalibrar las estructuras de costos.<\/p>\n

\u00bfPor qu\u00e9?<\/strong> Con un arancel del 145%, importar un producto de $100 ahora implica un impuesto de $145, lo que elimina instant\u00e1neamente cualquier beneficio. Las alternativas eran desesperadas: cancelar pedidos (vaciar los estantes) o subir los precios desmesuradamente (alejar a los clientes). As\u00ed que estos gigantes optaron por una tercera opci\u00f3n: asumir el impacto. Sus cadenas de suministro y sus clientes dependen de esos productos chinos, con o sin aranceles.<\/p>\n

El tsunami arancelario de Trump: una pol\u00edtica amplia y pocas excepciones<\/h2>\n

Si los minoristas est\u00e1n recibiendo un golpe, es porque El presidente Trump asest\u00f3 un duro golpe al comercio mundial.<\/strong> Present\u00f3 aranceles de importaci\u00f3n generales del 10% para todos los pa\u00edses, adem\u00e1s de tasas punitivas para naciones espec\u00edficas. Porcelana<\/a> Se se\u00f1al\u00f3 como objetivo principal el golpe m\u00e1s duro: un arancel 145% sobre los productos chinos.<\/p>\n

Para que quede claro, estos aranceles siguen plenamente vigentes.<\/strong> A pesar de las s\u00faplicas de las empresas con alta dependencia de las importaciones, la Casa Blanca no ha dado marcha atr\u00e1s en los aranceles a los bienes de consumo. Solo se hicieron excepciones limitadas; por ejemplo, los fabricantes de autom\u00f3viles recibieron cr\u00e9ditos para compensar algunos aranceles sobre autopartes. Pero los muebles, los productos electr\u00f3nicos, los juguetes, vestir<\/a>\u2014todos siguen sujetos a las nuevas tarifas elevadas. Se les dijo a los minoristas que deb\u00edan aceptar estos aranceles; de ah\u00ed su audaz decisi\u00f3n de absorber los costos.<\/p>\n

Efectos domin\u00f3: qu\u00e9 significan para el comercio minorista y las cadenas de suministro<\/h2>\n

Alivio a corto plazo, dolor a largo plazo.<\/strong> La absorci\u00f3n de aranceles hoy protege a los consumidores, pero reduce los m\u00e1rgenes y reescribe la econom\u00eda de la cadena de suministro:<\/p>\n

    \n
  • Los beneficios llegan a:<\/strong> Los analistas advierten de una importante erosi\u00f3n de m\u00e1rgenes. Las acciones de Target han bajado un 32% este a\u00f1o; Home Depot y Lowe's han bajado dos d\u00edgitos. Solo Walmart se mantiene sin cambios.<\/li>\n
  • Volatilidad de la oferta:<\/strong> Los pedidos irregulares \u2014parar, reanudar, parar\u2014 est\u00e1n alterando la planificaci\u00f3n. Zapatos, juguetes, ropa y electr\u00f3nica de consumo son los primeros en correr el riesgo de desabastecimiento.<\/li>\n
  • Cepa del proveedor:<\/strong> Los exportadores chinos suspendieron la producci\u00f3n; ahora los pedidos se reanudan tentativamente. Pero si los costos se vuelven insostenibles, los minoristas podr\u00edan exigir rebajas de precios o recurrir a proveedores alternativos, reduciendo as\u00ed su surtido.<\/li>\n<\/ul>\n

    Los consumidores a\u00fan no han sentido el impacto total: los precios en caja se mantienen estables. Sin embargo, las reservas de inventario acumuladas antes del aumento de aranceles podr\u00edan agotarse para el verano, lo que podr\u00eda provocar aumentos repentinos de precios o escasez. Los minoristas son el amortiguador; al final, alguien paga las consecuencias.<\/p>\n

    Cronolog\u00eda y perspectivas: los aranceles elevados llegaron para quedarse<\/h2>\n

    Estos aranceles no desaparecer\u00e1n pronto.<\/strong><\/p>\n

      \n
    • Revisi\u00f3n de 90 d\u00edas:<\/strong> Las exenciones para algunos pa\u00edses terminan a mediados del verano de 2025. China sigue totalmente expuesta.<\/li>\n
    • C\u00e1lculo pol\u00edtico:<\/strong> La postura de Trump de \"mano dura con el comercio\" tiene buena acogida entre sus bases. Revertirla pronto debilitar\u00eda su influencia.<\/li>\n
    • Inercia econ\u00f3mica:<\/strong> El abastecimiento alternativo lleva tiempo. Incluso una estrategia \"China + 1\" implica un arancel base del 10 % sobre todas las importaciones.<\/li>\n<\/ul>\n

      Se prev\u00e9n aranceles elevados hasta fines de 2025 (y posiblemente hasta 2026), a menos que surja un acuerdo comercial hist\u00f3rico.<\/p>\n

      Sesi\u00f3n de estrategia: C\u00f3mo pueden responder los ejecutivos minoristas<\/h2>\n
        \n
      1. Diversificar el abastecimiento (\u201cChina + 1\u201d).<\/strong> Agreguemos Vietnam, India, M\u00e9xico o proveedores nacionales, pero tengamos en cuenta un arancel de base del 10% sobre todas las importaciones.<\/li>\n
      2. \u0423\u043a\u0440\u0435\u043f\u043b\u0435\u043d\u0438\u0435 \u043f\u0430\u0440\u0442\u043d\u0435\u0440\u0441\u043a\u0438\u0445 \u043e\u0442\u043d\u043e\u0448\u0435\u043d\u0438\u0439 \u0441 \u043f\u043e\u0441\u0442\u0430\u0432\u0449\u0438\u043a\u0430\u043c\u0438<\/strong> Negociar la carga arancelaria compartida mediante rebajas de precios o plazos ampliados.<\/li>\n
      3. Proteger los m\u00e1rgenes de forma creativa.<\/strong> Recortar los costos operativos, ajustar las promociones o aumentar los precios de los art\u00edculos inel\u00e1sticos para compensar las reducciones arancelarias.<\/li>\n
      4. Gesti\u00f3n \u00e1gil de inventarios.<\/strong> Acumular art\u00edculos cr\u00edticos; ejecutar escenarios de precios para diversos resultados arancelarios.<\/li>\n
      5. Abogar colectivamente.<\/strong> \u00danase a asociaciones comerciales, comparta datos de impacto del mundo real con los legisladores y presione para que se establezcan l\u00edmites legislativos a los poderes arancelarios ejecutivos.<\/li>\n
      6. Comunicaci\u00f3n transparente.<\/strong> Educar a los inversores, clientes y empleados sobre las estrategias y los posibles ajustes de precios.<\/li>\n<\/ol>\n

        Conclusi\u00f3n: Es hora de actuar<\/h2>\n

        Este es un momento crucial para el comercio minorista y la econom\u00eda en general. Los gigantes minoristas han protegido a los consumidores, por ahora, pero no pueden mantener la posici\u00f3n solos. Los l\u00edderes empresariales deben involucrarse, desarrollar estrategias y defender<\/strong> para dise\u00f1ar una pol\u00edtica comercial m\u00e1s sostenible.<\/p>\n

        Comparte este art\u00edculo.<\/strong> \u00danase al debate.<\/strong> Comun\u00edquese con sus asociaciones comerciales y legisladores.<\/strong> El futuro del comercio minorista (y los precios que todos pagamos) depende de ello.<\/p>\n

        Visitas: 90<\/p>","protected":false},"excerpt":{"rendered":"

        Retail Giants Take a 145% Punch \u2013 So Consumers Don\u2019t Have To Walmart, Target, and Home Depot just made a jaw-dropping move: faced with 145% tariffs on Chinese imports, these retail titans have decided to swallow the costs themselves instead of passing them on to customers. It\u2019s an almost unheard-of sacrifice in an industry known […]<\/p>\n","protected":false},"author":2,"featured_media":34755,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[268],"tags":[],"class_list":["post-34753","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-all-blog"],"yoast_head":"\nRetail Titans Absorb 145% Tariffs\u2014How Long Can Trump\u2019s Trade War Last? - TrueKung Fashion<\/title>\n<meta name=\"description\" content=\"Discover how Walmart, Target, and Home Depot are shouldering 145% China tariffs, why Trump\u2019s sweeping tariff policy remains in place, and what this means for retail executives.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/truekung.com\/es\/absorber-145-aranceles-y-la-guerra-comercial-de-trump\/\" \/>\n<meta property=\"og:locale\" content=\"es_ES\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Retail Titans Absorb 145% Tariffs\u2014How Long Can Trump\u2019s Trade War Last? 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