The U.S.-China trade war has complicated supply chain decisions for U.S. retailers heading into the back-to-school shopping season. Tariffs were threatened against imports of kids apparel, but subsequently postponed following a meeting between President Trump and President Xi. The threat of tariffs likely drove a 10.1% year over year surge in imports of kids clothes from China in 2Q. There’s still a risk that tariffs are applied at short notice, potentially acting to the benefit of manufacturers in Vietnam who already sell to Gap, JCPenney and Adidas. Imports of backpacks are al...