关税逆转：采购和供应链专业人士的建议

Tariff Reversal:The Case for Acting Now The U.S. Supreme Court ruling creates a material cost recoveryopportunity, but only for organizations that act before their suppliers do. When tariffs rose, suppliers moved swiftly to protect their margins, often combininglegitimate cost pass-throughs with opportunistic price increases that went well beyond theiractual exposure.There is no reason to expect they will move with the same urgency inreverse.Price reductions will not happen automatically. They must be negotiated, tracked,and enforced. The window to act is now. In many organizations, the cumulative recovery opportunity is material. The procurementteams that mobilize earliest will capture the most value and establish stronger contractprotections before the next policy cycle begins. R E C O M M E N D E DI M M E D I A T E A C T I O N S 01Quantify Your Exposure Map tariff-impacted categories and suppliers by SKU, business unit, and geography. Separategenuine tariff pass-throughs from margin expansion. Speed matters more than perfection at thisstage. Mobilize a Commercial Task Force 02 During the tariff cycle, procurement was reactive, fielding inbound price-hike requests. Now reversethe flow. Stand up a focused team to initiate outbound supplier conversations, with clear timelinesand required price list submissions. R E C O M M E N D E DI M M E D I A T E A C T I O N S(CONTINUED) Size the Recovery Opportunity Treat this as a structured savings initiative. Estimate recovery potential by category, set targets, andtrack progress weekly. Acting early creates leverage before suppliers adapt their position. Reassess Tariff-Driven Sourcing Decisions 04 Where supplier or geographic decisions were made primarily to avoid tariff exposure, reevaluate totallanded cost and revisit long-term agreements signed under duress. This is an opportunity to correctstructural imbalances created over the past year. Strengthen Contracts for the Next Cycle Policy reversal risk remains real. Update scenario plans for key categories, reinforce tariff clauses andcost-sharing language in contracts, and embed flexibility to avoid future emergency renegotiations. P O L I C Y O U T L O O K It is likely the administration pursues alternative authorities or congressional action to reimposetariffs. Organizations that use this window to recover costs and build more resilient contractstructures will be better positioned, regardless of how policy evolves. GEP can help you move faster. C O N TAC T G E P Rapid exposure assessment, category-level recovery quantification, and supplierrenegotiation support, delivered through GEP SMART. © 2026 GEP Worldwide. All rights reserved.