Jan Heine is right that the first victim of these tariffs will be small time boutique specialists. Rene Herse, Rivendell, Velo Orange, Soma, Crust, Simworks are a few brands that people here are familiar with. These companies don’t have any factories. Their tires are made by Panasonic in Japan. Their bars and racks by Nitto in Japan. Their steel frames are probably made by Maxway in Taiwan. There are no equivalent capabilities in the US. They sell in small quantities with limited margins , so it’s not worth anyone’s time to build factories here in the US.
Far from ‘taking our jobs’, the OEM manufacturers overseas actually enable American bike enthusiasts to create and sell products easily. Now this pipeline will likely be shut down and all of us will be poorer for it.