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My theory would be that a lot of companies imported a ton in the first quarter knowing that tariffs were coming.
by outside1234 1y ago
My theory would be that a lot of companies imported a ton in the first quarter knowing that tariffs were coming.
- WaxProlix 1y agoSure, but GP's point is that that level of spending likely won't continue now that the (forecasted) demand has been met.
- Espressosaurus 1y agoMy company did that. Along with rushed some deliveries that weren't 100% ready to avoid the sudden spike in tariffs. I also personally did that for expensive gear I was otherwise planning on waiting on. And now I'm not going to be buying that over the next 2-5 years like I was originally planning. It's a big bolus of spending that will not be replicated in the future.
- don_neufeld 1y agoYup, did the same, ton of new hardware. Last week I was looking at a proposal from a supplier that's got a ~8K "tariff" line on it and thinking... y'know, I can wait on that project.