Shipper representatives shared how some of the world’s largest retailers and technology companies are adjusting their supply chains in response to persistent tariff uncertainty and evolving freight dynamics. The conversation unfolded on The Freight Buyers’ Club podcast, where supply chain leaders discussed how they’re responding in real time to a volatile trade environment.
Inventory Planning Moves Earlier in the Year
Retailers have begun to move inventory planning windows earlier in the year. Key seasonal products, including Halloween merchandise, were already hitting stores in June. Jess Dankert, Vice President of Supply Chain at Retail Industry Leaders Association (RILA), said more than 70 percent of major retailers have revised their 2025 inventory strategies, with many prioritizing high-impact SKUs and pausing or delaying lower-margin shipments.
While volumes remain manageable, the traditional shipping rhythm has been disrupted, and timing has become a greater concern than quantity. She also noted that changes in shipping schedules affect more than just logistics. They influence marketing calendars, shelf resets, and the timing of in-store promotions.
Ocean Buyers Stick to Long-Term Contracts
Ken O’Brien, President of Gemini Shippers Association, emphasized the value of fixed-rate contracts over spot exposure. Representing a significant share of transpacific imports, members were insulated from the spot market surges of May and June. He explained that the group leaned into long-term deals because the risk of higher rates outweighed the potential benefit of waiting.
Ken described the tariff environment as a rollercoaster, with shippers needing to prepare for sudden swings rather than stable conditions. The lesson from COVID, he shared, is that you should never underestimate the American consumer.
Tariff Refund Uncertainty and Legal Risk
For technology importers, the pressure is not only commercial, but legal. Ed Brzytwa, Vice President of International Trade at the Consumer Technology Association (CTA), flagged looming semiconductor tariffs that could exceed 100 percent. He advised companies to document every payment in case the courts strike down current measures. If that happens, refund claims could reach over 100 billion dollars. He stressed that reimbursement would only be possible for businesses that maintain thorough documentation.
Sourcing Complexity Extends Beyond China
Sourcing decisions have also become more complex. Tariff pressure has extended beyond China to Southeast Asia, India, Brazil, and Mexico. Many retailers that once moved production away from China are discovering that these alternative markets carry similar risks, which has limited the benefits of diversification. Jess explained that relocating production is no longer a simple fix, and emphasized that what retailers need most is consistent trade policy to allow for predictable planning. At present, that level of certainty does not exist.
Transshipment Policy Adds More Confusion
Definitions surrounding trade terms have also become unclear, adding to the uncertainty. Ed Brzytwa noted that the White House has used the term transshipment in ways that differ from its long standing meaning in logistics, and that customs has not clarified how it will interpret the term. Ken O’Brien added that this type of ambiguity can increase compliance risk for shippers.
Turning Market Insights into Action
As the global trade landscape evolves, freight buyers are working to maintain stability while planning for multiple outcomes. For those reviewing contract terms, sourcing locations, or logistics models, get in contact with a Dimerco specialist for market specific guidance tailored to your lanes and product mix.
These are the kinds of developments explored in detail on the Freight Buyers’ Club. Subscribe for regular insights from global trade and logistics leaders to stay in the know as market conditions evolve.
