Importers rush in spring orders early over tariffs anxiety

U.S. importers for major retailers like Walmart and Amazon have accelerated shipments of Chinese-made spring goods to avoid potential tariffs. This "front-loading" involves storing extra inventory in their own warehouses, incurring higher costs. Companies like Austlen Baby Co. have significantly increased their stock levels. This practice has become common due to the unpredictable nature of U.S. trade policy. Importers previously faced disruptions when tariffs were imposed, leading to stock shortages. Some Chinese suppliers, however, have incorporated tariff uncertainty into their business plans, viewing it with less urgency. Reports indicate a continued surge in shipments for spring 2026, leading to increased port activity and shipping rates. While many importers are proactively managing risk, some, like Spreetail, are waiting for tariff resolutions. The Port of Long Beach has experienced a "tsunami of cargo" due to this front-loading phenomenon. Retailers are also exploring sourcing from domestic warehouses to better control inventory and mitigate tariff risks. This strategy allows them to adjust stock levels as consumer spending becomes more uncertain.