Mar. 4 at 8:58 PM
Mattel
$MAT and Hasbro
$HAS face big challenges because toys are made inexpensively overseas, with much of the production in China. Mattel and Hasbro source about 50% and 40% of their toys from China, respectively.
A lot of clothing originates overseas, too. Companies have worked to shift production out of China following the first round of tariffs in 2018, but companies like Kontoor
$KTB , the company behind Wrangler jeans, are still exposed. Roughly one-third of Kontoor's products come out of Mexico, said S&P Global.