2周前的今天,零售商见川普,说不降关税,2周后会货架空空,价格暴涨。结果啥也没发生。骗人?

年轮
楼主 (文学城)

还是故意骗人?

年轮
就豁免了电子产品和儿童书籍的关税,指的就是这些?其他都不重要?
年轮
no major retail price hikes yet in response to tariffs

Bernstein observes no major retail price hikes yet in response to tariffs By Investing.com

Investing.com -- Retailers have not yet raised prices significantly in response to looming tariff increases, despite growing pressure from higher import costs, according to Bernstein analysts.

“Based on CPI data and our proprietary price tracker, retailers haven’t taken significant pricing actions yet, but this could change,” Bernstein wrote in a note to clients Thursday.

The analysts emphasized that the retail sector remains in a precarious position as it balances rising input costs with already stretched consumer wallets. 

“This is all happening in an environment where consumers’ spending power has already been squeezed for three years since the onset of inflation in 2022,” they added.

While price hikes seem inevitable if Chinese tariffs reach 145%, Bernstein noted only a modest 1.6% increase in prices on a common basket of consumer packaged goods since January. 

“The price increase has been led by food grocers, where prices have gone up by 2.7%,” the analysts said, attributing the rise more to general food inflation than tariff-related cost pressures.

s
spinach2005
关税的影响现在说还是早了

后三个月才能看出到底谁说谎

C
CatcherInTheRye
这倒不是骗人,要是继续没有缓和,空架的结果是一定的。

这个不难理解。库存要是完了没有新货补充,自然就没了。各港口已经说下周开始货物吞吐要大量下降,他们当然知道接下来两周要进港出港的货轮情况。

就像冬天到了第一场雪天气预报说要下结果没下,不能说天气预报就完全不可信,甚至说这冬天就不下雪了。

"Retail CEOs Warn Trump Tariffs Could Lead to Empty Shelves" during a closed-door meeting Monday at the White House.  注意用词是“could". 

 

健康幸福生活
我看小红书上说:沃尔玛之类的单好像确实继续出货,可能说好了免税,后续暂不下单
g
gastank1289
早就说了空货架是不可能的事情。但是版上就是有人这么说
B
BBL123
川普説了那些空架都昰不重要的货
g
greenfinger
不觉得会空架,实际上现在很多货物并不是中国来的
加州阳光123
谁说过是两周?看看4/23的新闻,Target CEO 明明说是in the coming weeks

https://www.cbsnews.com/news/walmart-target-trump-tariff-supply-chains/

看里面的视频。。。

 

加州阳光123
川普说啥你就信啥?哪里有link?
n
ntlu
lowes homedepot 6 月到的都涨价了 一样的东西 Homedepot 老板公司内部通告了
邵丰慧
工厂,分销商手里通常都有2-3个月的库存。 这些库存消耗之后,如果关税问题还没有解决,货架肯定空。
三河匹夫
无知无畏,哪个大商家只有 2 周存货?人家明说 standard inventory 6 周,5 -7 周会发生短缺。