Tariff impact on day to day goods?

[Anonymous]

https://www.apolloacademy.com/wp-content/uploads/2025/04/042625-ConsumerandFirms_v2.pdf

Gives a time line based on shipping times.

[Anonymous]

Remember paper products scarcity during Covid and the price gauging? Expect more of the same. Buy canned goods, pasta, anything with along shelf life. Trump and the useless GOP in both chambers are such a huge stinking steaming pile of excrement. May they rot in the fires of Hell!

[Anonymous]

Anonymous wrote:

Anonymous wrote:It's obvious none of the people here work in CPG. Any increases you see before July 1st will not be related to tarrifs. Companies stockpiled inventory in preparation to get through the quarter.

No Trump did this pretty fast and without warnings. The majority of companies were caught.

We started stocking up because of a potential dockworkers strike at the beginning of the year and then we had plenty to time between the announcement of the tarrifs and their implementation. Remember that the tarrifs were on and then off and then on again.

[Anonymous]

Anonymous wrote:

Anonymous wrote:I hate Trump and am trying not to overreact about how he is tanking our economy, but I see a lot of “threads” about people who think we should start to stockpile supplies. And that in 6 weeks our stores will be empty. Does anyone think that’s true?

Container cargo ports are emptying out and truck traffic is way down. The people who track this say in 2-3 weeks we will see empty shelves and reduced choices. It’s a large system and there is still water in the hose. Once that is through the system there is nothing or very little behind it. This will cause layoff in manufacturing in the US.

Another point nobody is talking about is the US does not have a system for tracking and charging tariffs. Right now it is an honor system with spot checks. Trump has fires most of the people who were responsible for this. The other day the computer system crashed and the US did not collect tariffs that day. There are ways to game the system, lie or pay off people. In other words smuggling. We could see the Trump administration just looked the other way and allows large scale smuggling.

Trump is claiming 8 billion a day in tariff revenues and the reality is more like 200-250M.

The debt is exploding.

[Anonymous]

Anonymous wrote:Americans need to buy less crap from China.

It's not that simple.

[Anonymous]

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:I hate Trump and am trying not to overreact about how he is tanking our economy, but I see a lot of “threads” about people who think we should start to stockpile supplies. And that in 6 weeks our stores will be empty. Does anyone think that’s true?

Container cargo ports are emptying out and truck traffic is way down. The people who track this say in 2-3 weeks we will see empty shelves and reduced choices. It’s a large system and there is still water in the hose. Once that is through the system there is nothing or very little behind it. This will cause layoff in manufacturing in the US.

Another point nobody is talking about is the US does not have a system for tracking and charging tariffs. Right now it is an honor system with spot checks. Trump has fires most of the people who were responsible for this. The other day the computer system crashed and the US did not collect tariffs that day. There are ways to game the system, lie or pay off people. In other words smuggling. We could see the Trump administration just looked the other way and allows large scale smuggling.

Trump is claiming 8 billion a day in tariff revenues and the reality is more like 200-250M.

The debt is exploding.

And those "revenues" are crested solely by increased taxes paid by the consumer.

[Anonymous]

Anonymous wrote:Explain this to me like I’m 5, in the next two weeks, if I go to Walmart or Safeway, what goods will be missing?

So far the hyped up freak outs are understandable but I’m not seeing the reality of the tariffs.

When will I notice? I don’t eat avocados and I don’t need a new car .

The CEOs of some of the biggest retailers (Walmart, Target, Home Depot) met with Trump and let him know that the tariffs would cause empty shelves in the next few weeks. Most retailers told Trump that they have 6-8 weeks worth of goods.

I don't remember which one it was that was on the Today show last week because I was working while listening, but they said that consumers will first start seeing empty shelves in mid to late May.

https://www.cbsnews.com/news/china-exports-to-us-drop-sharply/

https://www.investors.com/news/trump-trade-war-difficult-decisions-as-china-shipments-cease/

The last West Coast container ship from China arrived yesterday. The last container ship from China will arrive on the East Coast on May 10. However, neither ship is at full capacity as usual.


https://www.facebook.com/groups/1077620615994293/posts/2197431790679831/

[Anonymous]

Anonymous wrote:Remember paper products scarcity during Covid and the price gauging? Expect more of the same. Buy canned goods, pasta, anything with along shelf life. Trump and the useless GOP in both chambers are such a huge stinking steaming pile of excrement. May they rot in the fires of Hell!

Canned goods = Imported aluminum.

[Anonymous]

Anonymous wrote:Americans need to buy less crap from China.

Even the stuff you buy Made in America almost certainly have Chinese components or were mostly made in China. All you have to do is "alter" a product in the USA to be able to put a Made in USA sticker. There is no firm definition or law of what "altered" means. The company I used to work for bought all the parts from China and assembled them here in the US. But, to get one leg up from having to use the "Assembled in USA" label and be able to use the Made in USA label, we painted and stickered some of the parts. That fit the definition of altering them and qualified us for the Made in America label.

The plastic bottles and other plastic packaging that all your products come in - Made in China. More than 50% of the aluminum used for canning comes from China and Canada.

[Anonymous]

Anonymous wrote:The CEOs of some of the biggest retailers (Walmart, Target, Home Depot) met with Trump and let him know that the tariffs would cause empty shelves in the next few weeks. Most retailers told Trump that they have 6-8 weeks worth of goods.

This doesn't take into account that the companies that supply Walmart, Target and Home Depot built their inventory up ahead of time to weather the tarrifs through Q2 of 2025.

[Anonymous]

Don't forget that you have to also consider consumer behavior. Product availability will be impacted both by true scarcity AND by consumer behavior. Just like with Covid, people will be increasingly scared and will begin clearing shelves.

[Anonymous]

Anonymous wrote:Yes. I'm in Procurement for a major electronics manufacturer and I can tell you that the supply chain is already severely f'd up, Material costs in our sector are unsustainable. Ports like Long Beach and Seattle have laid off dock workers and truckers for lack of cargo. I can't imagine how small businesses are going to survive.

UPS just announced layoffs due to lower shipments from Amazon.

https://finance.yahoo.com/news/ups-says-cutting-20-000-130128364.html

[Anonymous]

Trump is destroying a system it took 50 years to build. 80% of the jobs in the US are white collar or service jobs and 10% are manufacturing. Manufacturers in the US have problems filling their jobs now.

No one wants to work in manufacturing. There is no reason to replace high paying white collar jobs with low paying factory jobs.

I have yet to see one person quit their white collar job for a manufacturing job. Do you know anyone who wants their kids to work in a factory? Let’s have Trump’s children quit their jobs and work in a factory.

Also the US has/had a huge surplus in services section exports. This is not 1920.

[Anonymous]

Anonymous wrote:Don't forget that you have to also consider consumer behavior. Product availability will be impacted both by true scarcity AND by consumer behavior. Just like with Covid, people will be increasingly scared and will begin clearing shelves.

This x1000. It's already hitting at Costco. My neighbor said our store didn't have any TP yesterday. He works there and said people are already panic buying.

[Anonymous]

Anonymous wrote:Trump is destroying a system it took 50 years to build. 80% of the jobs in the US are white collar or service jobs and 10% are manufacturing. Manufacturers in the US have problems filling their jobs now.

No one wants to work in manufacturing. There is no reason to replace high paying white collar jobs with low paying factory jobs.

I have yet to see one person quit their white collar job for a manufacturing job. Do you know anyone who wants their kids to work in a factory? Let’s have Trump’s children quit their jobs and work in a factory.

Also the US has/had a huge surplus in services section exports. This is not 1920.

Bravo Trump voters. You owned the libs and everybody else. Good job.