He is right on that, I can’t share my source, but I do know for a fact that broadly companies have been stockpiling.

Seasonal industries like fashion are going to be first hit. Manufacturing is already hit. Now that the spring season is running out the apparel industry is going to come into the brunt of tariffs and we’re going to start seeing the pain ramping up through the summer.

Expect big changes in what’s on the shelves soon.