美方的压力是通货膨胀和商家这边开始变空的货架。 货架变空的压力应该很快会体现出来了。Costco的inventory一般一个月左右，walmart大概41天，target大概57天。从大陆海运到美西大概30天，到美东大概60天。所以5月中旬开始就会出现明显的空货架了。 back to school sale是8月底。所以如果到6月初关税还没降下来。Back to school Sale会受很大的影响。 Holiday season从11月初开始。 如果9月初关税还没降下来，零售商销售估计会有很大的影响。
dp 写了： 2025年 4月 26日 22:39
美方的压力是通货膨胀和商家这边开始变空的货架。 货架变空的压力应该很快会体现出来了。Costco的inventory一般一个月左右，walmart大概41天，target大概57天。从大陆海运到美西大概30天，到美东大概60天。所以5月中旬开始就会出现明显的空货架了。 back to school sale是8月底。所以如果到6月初关税还没降下来。Back to school Sale会受很大的影响。 Holiday season从11月初开始。 如果9月初关税还没降下来，零售商销售估计会有很大的影响。
美方的压力是通货膨胀和商家这边开始变空的货架。 货架变空的压力应该很快会体现出来了。Costco的inventory一般一个月左右，walmart大概41天，target大概57天。从大陆海运到美西大概30天，到美东大概60天。所以5月中旬开始就会出现明显的空货架了。 back to school sale是8月底。所以如果到6月初关税还没降下来。Back to school Sale会受很大的影响。 Holiday season从11月初开始。 如果9月初关税还没降下来，零售商销售估计会有很大的影响。
美方的压力是通货膨胀和商家这边开始变空的货架。 货架变空的压力应该很快会体现出来了。Costco的inventory一般一个月左右，walmart大概41天，target大概57天。从大陆海运到美西大概30天，到美东大概60天。所以5月中旬开始就会出现明显的空货架了。 back to school sale是8月底。所以如果到6月初关税还没降下来。Back to school Sale会受很大的影响。 Holiday season从11月初开始。 如果9月初关税还没降下来，零售商销售估计会有很大的影响。
美方的压力是通货膨胀和商家这边开始变空的货架。 货架变空的压力应该很快会体现出来了。Costco的inventory一般一个月左右，walmart大概41天，target大概57天。从大陆海运到美西大概30天，到美东大概60天。所以5月中旬开始就会出现明显的空货架了。 back to school sale是8月底。所以如果到6月初关税还没降下来。Back to school Sale会受很大的影响。 Holiday season从11月初开始。 如果9月初关税还没降下来，零售商销售估计会有很大的影响。
It will take weeks for the decline in shipping to affect what Americans can find in stores. Ocean freight can take about a month to move from China to the U.S. West Coast—and closer to two months if the ship is headed for the East Coast. Goods need further time to get from ports, to warehouses, to stores.
A freight slowdown could quickly ripple through the economy, wrote Torsten Slok, chief economist at Apollo Global Management, in a research note Friday. “In May, we will begin to see significant layoffs in trucking, logistics, and retail—particularly in small businesses such as your independent toy store, your independent hardware store, and your independent men’s clothing store,” Slok wrote. With 9 million Americans employed in trucking and 16 million in retail, “the downside risks to the economy are significant,” he wrote.
The heads of Walmart, Home Depot, and Target met with Trump this week and warned that the trade war could raise prices and empty shelves, with the disruptions beginning to show in a couple of weeks, Axios reported.
美方的压力是通货膨胀和商家这边开始变空的货架。 货架变空的压力应该很快会体现出来了。Costco的inventory一般一个月左右，walmart大概41天，target大概57天。从大陆海运到美西大概30天，到美东大概60天。所以5月中旬开始就会出现明显的空货架了。 back to school sale是8月底。所以如果到6月初关税还没降下来。Back to school Sale会受很大的影响。 Holiday season从11月初开始。 如果9月初关税还没降下来，零售商销售估计会有很大的影响。