China-U.S. Trade War Impact

This is a China news story, published by CNBC, that relates primarily to Casey Armstrong news.

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retail supply chain

CNBC

•

Entertainment

The trade war's wave of retail shortages will hit U.S. consumers in stages. Here's when

Summary

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82% Informative

Most major retailers including Home Depot, Walmart , and IKEA have significant levels of imports from China .

Supply chain executives say the first signs of empty shelves would show up where price-sensitive imports dominate.

The risk of retail shortages depends on how long the "unsustainable" tariff levels last, and the extent to which companies frontloaded inventory in the early months of 2025 .

The U.S. retail system is built on speed and scale, says Casey Armstrong , CMO of ShipBob , a global fulfillment and supply chain platform.

He says the first signs of empty shelves would show up where price-sensitive imports dominate the shelf.

"These are the canaries in the coal mine of a disrupted supply chain," he says.

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formal

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English

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