
Marketplace Time for another supply chain slowdown
36 snips
Oct 15, 2025 The retail and supply chain sectors are experiencing a slowdown, with the Logistics Managers' Index hitting a low. Retailers are halting shipments after stocking up early to dodge tariffs. Gen Z plans to cut Holiday spending, prioritizing value gifts. Meanwhile, Colorado colleges are teaming up with businesses to boost skills training for climate-related jobs. Tariffs are also disrupting international library lending, forcing libraries to adapt. Local businesses express concerns over rising costs and uncertain futures.
AI Snips
Chapters
Books
Transcript
Episode notes
Tariff-Driven Inventory Pull-Forward
- Many businesses pulled forward shipments to avoid tariffs, creating excess inventory now sitting in warehouses.
- That stockpile reduced transportation utilization and threatens broader supply-chain distress if consumers don't buy it.
Retailer Bulk-Buys To Beat Tariffs
- Ken Gidden of Rothmans said he bought far more suits this year than usual to hedge against tariffs.
- He moved from typical small purchases to bulk buys and is now well positioned for the season.
Warehousing Growth Paused By Policy Uncertainty
- Uncertainty about tariffs is suppressing long-term leasing demand for warehouses and new construction.
- Developers are delaying projects until trade policy clarity returns, potentially slowing logistics capacity growth.



