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Tariffs Made Everyone Over-Order. Now What?
Post of the month- July 2026
Current Market:
July import volumes just hit a record 2.47 million TEUs as retailers rushed to beat potential tariff hikes. Translation: warehouses are packed, and a lot of that inventory was ordered out of fear, not demand forecasting.
Challenges:
Overstocking to dodge a tariff is a short-term fix that creates a long-term inventory problem. The brands that ordered defensively this summer will be looking for a release valve by Q4 — before it ties up cash and warehouse space through the holidays.
Opportunities:
Partners that helps brands convert "tariff-anxiety inventory" into recovered capital before it becomes a write-off, moving it honestly and transparently in approved channels/customers vs letting it sit as dead weight on the balance sheet through Q4.