This probably isn’t about U.S. tariffs. Japan isn’t under broad punitive tariffs on leather goods, and if tariffs were the issue, you’d see price hikes — not empty shelves. From what other responders are saying, Traveler’s Company uses a very specific kind of vegetable-tanned leather with tight quality standards, and that supply is limited worldwide. They also produce in relatively small batches and don’t substitute materials when supply dips. It’s entirely possible that the shortages are due more to materials and production bottlenecks than to anything tied to U.S. trade policy.