U.S. tariffs are beginning to impact store inventories, with noticeable effects expected by mid- to late May 2025.

The imposition of a 145% tariff on Chinese imports in early April has led to a significant decline in shipments from China to the U.S., with import bookings dropping by as much as 60% . This downturn is affecting various sectors, including toys, apparel, electronics, and household goods. Retailers had initially built up inventories in anticipation of the tariffs, but these stocks are depleting, and restocking is becoming challenging due to the high costs associated with the new tariffs .   

Consequently, consumers may start to see reduced product variety and increased prices, particularly in categories heavily reliant on Chinese imports. The situation is exacerbated by the fact that many retailers are canceling or delaying orders to avoid the steep tariffs, leading to potential shortages on store shelves . 

While essential items like food and medicine are expected to remain available, non-essential goods may become scarce or more expensive. The full impact on retail inventories will depend on the duration of the tariffs and the outcome of ongoing trade negotiations.

(http://www.autoadmit.com/thread.php?thread_id=5723411&forum_id=2/en-en/#48920457)