핵심요약

• 학용품 비용은 올해 11% 상승했습니다.
• 2026-27학년도에 자녀 1인당 학용품 및 점심 식사 비용은 약 4,000달러로 예상됩니다.
• Newell Brands는 2025년에 관세 비용으로 1억 7,400만 달러를 지출했습니다.
• 소비자들은 학용품 비용 상승으로 인해 가스 및 식료품 등 다른 가정 지출을 줄여야 하는 재정적 압박을 받고 있습니다.

도입

본 기사는 관세와 인플레이션이라는 거시경제적 요인이 어떻게 일반 소비자의 일상적인 지출에 직접적인 영향을 미치는지 보여줍니다. 이는 단순한 소비자 물가 상승을 넘어, 글로벌 공급망의 구조적 변화가 최종 소비자 가격에 어떻게 전가되는지를 분석하는 데 중요합니다. 투자자들은 이러한 소비자 심리 위축과 비용 증가가 향후 소비 지출 패턴과 기업의 수익성에 미칠 영향을 면밀히 살펴봐야 합니다.

본문 1: 공급망 비용 전가의 메커니즘

관세는 해외에서 제조된 상품에 부과되는 세금으로, 이는 생산 비용을 직접적으로 증가시킵니다. 기사에 따르면, Newell Brands와 같은 기업은 2025년에 관세 비용으로 1억 7,400만 달러를 지출했습니다. 이러한 비용은 최종적으로 학용품과 같은 소비재 가격 상승으로 이어집니다. 이는 공급망 내의 마진 구조가 어떻게 변화하는지, 그리고 이러한 비용이 소비자에게 어떻게 전가되는지에 대한 구조적 문제를 시사합니다. 또한, Logitech과 같은 기술 기업도 관세로 인해 가격을 인상하는 등 비용 상승 압력을 경험하고 있습니다. 이는 특정 산업 내에서 관세가 단순한 무역 장벽을 넘어 기업의 운영 비용과 가격 결정 전략을 변화시키는 핵심 동인임을 의미합니다.

본문 2: 소비자 심리와 재정적 제약

높아진 학용품 비용은 소비자들에게 심각한 재정적 제약을 가하고 있습니다. Credit Karma 연구에 따르면, 48%의 가정이 이러한 비용 상승으로 인해 재정적 압박을 받고 있으며, 이는 소비자들이 필수 지출(가스, 식료품 등)을 줄여야 하는 상황을 초래합니다. 이는 소비자들이 필수재와 사치재 사이에서 우선순위를 재조정해야 하는 상황을 반영합니다. 이러한 비용 압박은 단기적인 소비 위축을 유발할 뿐만 아니라, 장기적으로는 가계의 실질 구매력과 경제 활동 전반에 걸쳐 부정적인 영향을 미칠 수 있습니다. 즉, 물가 상승이 단순한 인플레이션을 넘어 실질 소득 감소로 이어지는 경로를 보여줍니다.

본문 3: 장기적 전망과 정책적 시사점

이러한 비용 상승 압력은 단기적인 학기 준비 시기에 국한되지 않고 장기적인 경제 환경에 영향을 미칠 수 있습니다. 관세와 인플레이션의 지속은 글로벌 공급망의 불확실성을 높이고, 기업들이 비용을 관리하고 가격을 책정하는 데 더 많은 노력을 기울이도록 강제할 것입니다. 장기적으로는 정부의 무역 정책과 인플레이션 억제 노력이 소비자 물가 안정에 결정적인 역할을 할 것입니다. 따라서 투자자들은 이러한 정책 변화와 공급망 안정화 노력을 주요 변수로 고려해야 합니다. 특히, 글로벌 무역 환경의 변화에 민감한 산업 및 기업에 대한 분석이 필요합니다.

결론

결론적으로, 관세와 인플레이션은 소비자들의 가계 재정에 직접적인 부담을 주고 있으며, 이는 소비 심리 위축과 지출 패턴 변화를 유발하고 있습니다. 향후 이러한 비용 압력은 글로벌 공급망의 안정화 노력과 각국 정부의 정책 결정에 따라 그 강도가 달라질 것입니다. 투자 관점에서 볼 때, 이러한 거시경제적 위험을 고려하여 소비재 및 글로벌 공급망 관련 기업들의 실적과 가격 변동성을 면밀히 모니터링할 필요가 있습니다. 시장은 이러한 비용 전가 메커니즘이 어떻게 장기적인 경제 성장에 영향을 미칠지 주목하고 있습니다.

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원문 링크: https://news.google.com/rss/articles/CBMidkFVX3lxTE16S21jU3BmSnRISjRsUXJ1bmY0QklDbWI1ZWlJbnpYU0tiZ0k0SzIydXdsOHp6YVVZRzNIZlpNdjBRSHRUOXR6ZFV4Vlk0WlZGMUNZbzFieWI2TkpBLWNXeE9lN1MyMDcwSXk1WnB0Q0JiRHEwN2c?oc=5

Parents struggle with back-to-school season as tariffs, Iran war drive up costs - MS NOW

Notebooks, backpacks, lunch boxes, index cards — these are just some of the many items straining budgets as families get ready for back-to-school shopping.  “My daughter wanted a book bag that cost $35,” said Phyllis Creameans, a single mom of four from West Virginia. “I don’t understand why it’s so much. It’s not a name brand. It’s not Nike. It’s not Jordan or Adidas or any of that. Just a regular old simple book bag.”  According to a study by the Groundwork Collaborative, a progressive think tank, the cost of school supplies is up 11% this year. Families are expected to spend almost $4,000 per child for school items and lunches for the 2026-27 school year. I’m not going to sugarcoat it: Yes, we struggle every day, every month. We struggle if it’s food or if it’s gas, or whatever it is. We struggle.”Phyllis Creameans Tariffs are one factor driving up the price of school consumer goods, many of which are manufactured overseas. Newell Brands, a company that owns many well-known brands such as Sharpie, Paper Mate and Elmer’s glue, was hit hard by tariffs in 2025. Products manufactured overseas cost the company $174 million in tariff costs. Students may find headphones and other tech items more expensive as well, as companies like Logitech have had to raise their prices in the U.S. due to Trump’s tariffs.  MS NOW spoke to families across the country who said the sticker shock from higher school-supply costs driven by tariffs and inflation is forcing them to cut back on household expenses like gas and groceries. Parents told us they face tough financial decisions and are often forced to say no to school items that are too expensive.  “Last year we were able to get school supplies — all our school clothes, brand-new book bags, new shoes, you name it,” Creameans said. “My kids were ready to go back to school on the first day, they were so excited last year. This year, I do not know how I’m going to do it.” According to a study from Credit Karma, 48% of parents are expected to open a new credit card or increase their credit limit to afford back-to-school expenses. “Ten years ago, you could go to your local Dollar Store and get everything, aside from probably a backpack and the advanced items,” said Damien Glasper, a father of two from California. “But now, even if you go to major stores like Walmart, Target, things like that, some of the items might be sold out, and if they’re not sold out, they just might be so expensive to where you just can’t justify getting everything there at once.” A parent checks a school supply list as she shops for her son; She picks up a pack of paper off the shelf at a Target store on Aug. 12, 2026, in Washington, D.C. Americans are also feeling the effects from the war with Iran in their pockets. Rising oil prices, for example, have caused ACCO Brands, the maker of popular notebook labels like Mead, Five Star and Trapper Keeper, to raise its prices. Parents told MS NOW they are reminded of the war constantly, when filling up their gas tanks to drive to school or battling high prices for groceries to make school lunches.  “Some stores may not be local, so you might have to plan the trip to go farther,” Glasper said. “I’m not going to sugarcoat it: Yes, we struggle every day, every month. We struggle if it’s food or if it’s gas, or whatever it is. We struggle,” Creameans said. It doesn’t stop at school supplies. President Donald Trump’s One Big Beautiful Bill Act (OBBBA) has made it difficult for lower-income families to access food assistance and healthcare benefits through the Supplemental Nutrition Assistance Program and Medicaid. With the OBBBA, the number of kids who qualify for free meals has dropped. “You gotta tighten up on your money now, because you never know what tomorrow’s going to hold,” Angela Ford, a grandmother of five children from Kansas City, Missouri, told MS NOW. “Every day I wake up, I gotta think about the kids and what they need and stuff like that, like their diapers and pullups and all that. It’s a struggle.” Moving forward, many families said they are unsure how long they can budget ahead when affordability remains a top concern and the war overseas shows no sign of ending anytime soon. Some parents are blaming Trump.  According to a poll by Echelon Insights, a strategic research firm, support for the president from moms has dropped by more than 30 points in the past year. The poll found that Trump is also losing support from the majority of dads.  Angela Ford with her grandchildren in Kansas City, Mo. “We’re in a war. Now the gas prices and everything is going up, all because of him. I don’t know. Looking back, I wish that he would have never come back into being the president again,” Creameans said.  Adding expensive school supplies to the family budget is just another burden on the list. Families told MS NOW they have increasingly relied on resources such as donations and community centers to offset the growing costs of basic necessities. Although they are thankful for programs that prioritize household expenses, they worry about their ability to provide a better future for their children. United Way Worldwide, a nonprofit that connects people to community-based charity groups, has been tracking the affordability crisis across the country through 211, a free, confidential referral service that assists people with issues such as paying rent or putting food on the table. United Way Worldwide said there has been a significant increase in complex calls, or requests for assistance with more than one need.  Instead of asking for help on just rent or medical expenses, clients are often calling for assistance paying for gas, groceries and utility bills. This has been especially significant over the past year, as families deal with a tough economy.  “For any family that’s already living paycheck to paycheck, anything that’s different outside of that norm, any kind of seasonal expense, is going to be burdensome,” explained Heather Black, vice president for 211 system strategy at United Way Worldwide. “It breaks my heart when I have to worry about them a lot to make sure they have what they need every day,” Ford said. “I don’t want to come short in their life.”

Source: https://news.google.com/rss/articles/CBMidkFVX3lxTE16S21jU3BmSnRISjRsUXJ1bmY0QklDbWI1ZWlJbnpYU0tiZ0k0SzIydXdsOHp6YVVZRzNIZlpNdjBRSHRUOXR6ZFV4Vlk0WlZGMUNZbzFieWI2TkpBLWNXeE9lN1MyMDcwSXk1WnB0Q0JiRHEwN2c?oc=5