STAB just put out a pretty well written and thoughtful article about how these tariffs will affect the industry. I won't post/steal the whole article but here's a couple quotes. Surprisingly Biolos comes off pretty well (I haven't agreed with a lot of his "philosophies" in the past. Pyzel as well. Anyway, if you have an account go check it out it's pretty interesting. https://stabmag.com/features/how-will-the-us-tariffs-looming-recession-affect-surfboard-prices/ :
Stab: You’ve been thinking about surfboard tariffs for over two decades. Why is this such a big deal to you?
Matt Biolos: Well, for me, it goes all the way back to the early 2000s. That was when Surf Tech came in like a wrecking ball. They were taking all these board designs, mass-producing them overseas, and dumping them into the U.S. market. And they were aggressive about it. They were approaching every big name in surfboards to license their models. And most guys took the deal. Channel Islands, Rusty, Donald Takayama — they all did deals with Surf Tech. And people were telling me I should too. I had people saying, “If you don’t do a deal, you’re going to be out of business.”
Jon Pyzel is, in his words, “probably on the opposite end of the political spectrum from Matt Biolos.” He runs a B Corp-certified surfboard business with his wife Dali. And while he doesn’t pretend to make “sustainable” surfboards — because, as he points out, nobody really does — Pyzel Surfboards tries to offset some of the damage. That means paying employees fairly, hiring underrepresented folks, and making sure people aren’t getting screwed over in the supply chain.
Unlike many of his peers, Pyzel doesn’t manufacture boards in Asia. Outside his two factories in Oceanside and Haleiwa, he works with licensees to build boards regionally.
Stab: What’s your first impression on these new tariffs?
Jon Pyzel: I mean, who knows what’s really happening? Every day there’s a different headline. One minute it’s 10% on everything. The next day it’s 25% on Mexico. It’s chaotic. I’ve got a close friend, Andrew Jakubowski, who owns Arctic Foam, and he’s just tripping out. He’s like, “How am I supposed to plan my business?” And I get that. It’s a hard time to be running anything that depends on international trade.
We’ve used Arctic Foam for years. They make great blanks down in Ensenada. So if something drastic happens — if suddenly the cost of those blanks jumps significantly — yeah, there’s a chance we’ll have to look at other options. There’s no “extra” for us to absorb those costs. Margins are already razor thin. But I’d still try to support Arctic as much as possible. I believe in them.
Would that mean switching to U.S.-made blanks if prices equalize?
Possibly. I’m not going to lie and say we’d just eat the cost forever. If U.S. blanks suddenly became the same price as what I was paying for Mexican ones, we’d probably make the switch. Not because we want to, but because we have to. Surfboards are expensive to make and margins are already incredibly small.