Part of it was that the China tariffs were canceled in May after around a month of operation, and that was short enough that it could be just covered by the inv

Part of it was that the China tariffs were canceled in May after around a month of operation, and that was short enough that it could be just covered by the inventory stockpiling that companies did on a massive scale in Q1. If they had gone on longer it would have been an ugly summer when those buffers were exhausted.