#354 - Tariffs, Duty Drawbacks, and Building a Bulletproof Supply Chain Strategy feat. Justin Sherlock
DTC POD: How The Best Brands Are Built
Shownotes Transcript
Justin Sherlock) is the co-founder and CEO of Caspian), an AI-native duty drawback platform designed to help brands navigate complex global trade and tariff environments. Prior to Caspian, Justin gained deep experience in finance and logistics at Flexport, where he led Flexport Capital, and previously had several years experience in private equity.
In this episode, Justin breaks down the rapidly changing landscape of tariffs, duties, and global supply chains—especially relevant amid recent policy moves and volatile trade relations. He explains what customs brokers, tariffs, and duty drawbacks are, why these concepts matter for brands importing and exporting goods, and how most businesses are missing out on significant duty refund opportunities. Justin also offers real-world insights for DTC operators facing escalating tariffs, discusses strategies for mitigating increased costs, and shares how AI is making advanced trade advisory accessible beyond just Fortune 500 companies.
*Join us as a Guest on DTC POD: SUBMIT GUEST FORM HERE)Apply to join our DTC Pod Slack).On this episode we coverRising tariffs and global trade dynamicsSupply chain challenges for DTC brandsRole and importance of customs brokersDuty drawback: process and benefitsImpact of US-China tariff escalationTechnology and AI in trade complianceStrategies for brands to navigate tariffs*Timestamps**03:59 From Flexport to Caspian09:31 Customs Compliance11:11 Understanding Tariff and Duty Classification15:54 Trump's Tariff Strategy: A Provocative Move18:26 Debate Over Section 321 Provision22:46 "Supply Chain Opportunities and Challenges"25:03 Reshoring Critical Industries Strategy28:04 10% Tariff Impact on US Businesses32:53 Optimizing Supply Chain and Vendor Management36:22 Trade Predictions: Japan, Taiwan, India, Vietnam37:52 Geopolitical Isolationism and China's Rise41:41 "Navigating Duty Drawback Challenges"45:07 International Pricing and Tax Strategies48:07 Future of Supply Chain Optimization
Past guests & brands on DTC Pod include Gilt, PopSugar, Glossier, MadeIN, Prose, Bala, P.volve, Ritual, Bite, Oura, Levels, General Mills, Mid Day Squares, Prose, Arrae, Olipop, Ghia, Rosaluna, Form, Uncle Studios & many more.
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Projects the DTC Pod team is working on:DTCetc - all our favorite brands on the internet)Olivea - the extra virgin olive oil & hydroxytyrosol supplement)Castmagic - AI Workspace for Content)
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Justin Sherlock) **- Founder of **Caspian)Blaine Bolus) - Co-Founder of Castmagic)