As someone who does customer orders at a large retailer where a lot of stuff is made in China... A lot of new product launches are delayed (only a little for now) and a lot of special order items go "temporarily out of stock" but few price increases because they're expecting this to be temporary
First, a look at the wider-than-unusual range of estimates from my peers...
Many, but not all, were expecting some tariff impacts to start showing up more meaningfully in April.
May 13, 2025 17:56I hear rumors the Vietnam sourcing office is trying to rapidly spin up a lot of finishing factories for 99% made in China components, but everyone has the same idea and there's only so much capacity so that's not going great
