During the economy, the prices of stickers begin to rise due to the definitions

On the surface of the American economy, prices are higher. the Latest inflation data On Friday, the government showed more than expected. On Thursday, Nike said that it took one billion dollars due to the definitions and the fact that Price increases have not yet been implemented.

Inside the American economy, within the distribution networks that run inventory, there are fewer elements in general due to the trade war, but more goods where the prices of stickers rise.

“We are now witnessing many customers,” said Ryan Martin, head of distribution and loyalty, logistical.

While price signs are placed on elements in the manufacturer, Martin said during the past month, his company began to re -remind “millions of products units for many customers”, the elements that range from clothes to consumer products in the warehouse that is prepared for final delivery or immediate transfer to stores.

Depending on the product, the price increase ranges between 8 % -15 %.

“This creates additional inflation,” Martin said. He said it is also in e -commerce, although the price change is reflected on the Internet, not on the product.

A new survey of shoe distributors and retail dealers in America for the second quarter shows that 55 % of the respondents expect the average retail price between 6 % and 10 % in 2025 as a result of tariffs.

Martin says that the last time he saw this amount of re -tickets during the epidemic, and was much higher at the time.

“Everything was more expensive at that time, transportation, employment and product quantities,” he said. “We have seen increases in all products, including food and drinks,” he said. “Returning tickets was between 30 % -40 %.”

It is not just higher prices but a lower stock

With current concerns about the uncertainty in trade and consumer smoothness, retailers and manufacturing customers manages inventory by reducing the SKU number and importing less than SKU they keep. The Economic Analysis Office stated that GDP reduced 0.5 % in the first quarter of 2025.

Martin said: “The total stock fingerprint is smaller,” Martin said. “You look at three months of stock on hand now for six.”

The supply chain data from the warehouse sector and the increasing number of empty shipping containers in the ports indicate the moderate peak season (summer accumulation of stocks for shopping periods in school to school).

Warehouse stocks have decreased by 6 % throughout the month, according to the Logistics Manager Index.

Compared to the readings of the first half of June to the later time of the month, the growth in stocks began to slow down, indicating that the increase in early June was temporary, according to Zakari Rogers, associate professor in the management of the supply chain at Colorado State University. “Because of the time the stocks take to move through the systems, we have not seen any significant transformations in the transport yet,” Rogers said. “The ability of warehouses has moved from moderate shrinkage to moderate expansion.”

This is not the full June data, but Rogers said it was unlikely to change the results in any sense. “We are far away and we know mainly where they will end up,” he said.

Rogers explained that the moderate expansion that was seen earlier in the month was consistent with the containers that were treated in the ports. American importers were hesitant to withdraw full shipping orders for the ocean due to the customs tariff. The tariff is still 50 % on Chinese goods is very high for many retailers, even after a temporary stop in the head of the higher definitions Donald Trump Threatened to Chinese goods.

The western coast ports are now seen Bumpy In containers, I started reaching holidays. But based on the port of Los Angeles, which tracks the ocean trade for the Los Angeles and Long Beach ports, July imports will be less than July 2024.

“This is noticeable because July moves to August is when we expect to see the numbers rise,” Rogers said.

On the eastern coast, the situation is different.

New York Port and New Jersey, the largest port on the eastern coast, released monthly container data in May, which indicates the port 774,698 units equivalent to twenty feet or Teus.

“Certainly, the definitions will not affect us anywhere near destiny as much as it will be on the West Coast because we do not rely on China as much as our counterparts in the West Coast,” Bethan Rooney, Director of New York and New Jersey Port, told CNBC. “We have already seen an increase in the volumes of Europe, Southeast Asia, India and Vietnam. I don’t expect a significant increase in July, but we will see strong volumes.”

But Rooney added that the transformation is relatively small as the reintegration of supply chains in Europe and Southeast Asia. “We see that 1 % may change on an annual basis,” she said. “In a cumulative way, it affects. But we definitely do not see a tremendous change in guidance, although it is clear that many useful shipping owners (American companies) change their sources or diversify their sources.”

Empty shipping containers sit in the ports for a longer period

Another pioneering indicator of future charging orders is the movement of blanks. Empty container trade is necessary to keep exports to move. CNBC’s empty container’s analysis shows that there is no furniture from the fur who leaves the Los Angeles and Long Beach ports to return to re -filling it.

During the epidemic, the voids were a priority to return to Asia so that they could be repaired and exported to the United States.

“The fact that many empty containers are still sitting in the ports also indicating that importers do not expect the normal peak season in August to September,” Rogers said.

Truck and storage transport will witness some activities at the sentence/distribution level throughout the third quarter, thanks to the wave of goods coming to the ports, as these goods are ultimately transferred to retailers in September and October. But Rogers added, “At this point, it seems unlikely to see the normal peak season.”

“Even in current inventory levels, we already have a lot of stock on hand, and with the definitions that are still standing, I expect imports, especially those related to manufacturing, is less than we expected at the beginning of the year,” he said.

Another warning mark is a dramatic decrease in the average ocean charging rate on the Pacific Road from the Far East to the American West Coast since a previous rise in June. The average category prices from the Far East to the West Coast have decreased by 39 % since June 1, according to Peter Sand, chief charging analyst in XENETA. He said: “Transpacific to the American West Coast is the main battlefield of carriers when it comes to China’s exports, so instant prices have decreased more difficult and faster because it gave its priorities to restore this trade in the wake of the following 145 % of the customs tariff.”

Sand said it is only a matter of time before the trucks did the same on the American East Coast, and the immediate prices start to decline there as well.

Economists are closely monitoring this decline in requests. Oxford Economic wrote in a recent note that on the import side, consumer goods continued in the direction with a decrease of $ 4.3 billion after a decrease of $ 33 billion in April. “This has been partially compensated by profit in cars, while other groups have often not changed. We expect imports to decline throughout the year with the continued high rates of effective tariffs and slow the economy.”

“The hesitation is the best decision now with the trucks because of all the talk of customs tariffs,” Martin said. “Nobody knows what will happen tomorrow or understand the cost structure. It is better to have a meager stock in this case,” he added.

Correction: Warehouse stocks have decreased by 6 % throughout the month, according to the Logistics Manager Index. A previous version of this article made a mistake in the name of the index.