>>2054586
Trek and Scott get most of their mid-range to high-end frames manufactured by Giant. Giant's direct sale under their own brand to the U.S. only makes up like 8% of their revenue, but Trek-branded shipment are huge. Also, Trek would be more fucked than Giant since Giant can shift their capacity away from the U.S. to other countries, but Trek is a U.S.-based company most of whose sales are in the U.S. and most of their high-margin products come from Giant.