Such events are so uncommon they aren’t going to change the supply chain for them.

This particular event isn’t solved by supply chain management. The goods aren’t coming because the tariffs and uncertainty are too high and distribution contracts don’t change that quickly.

There were many articles a few weeks back about how American companies were canceling orders.

For the first round of tariffs, they squeezed the Chinese manufacturers but after the tariffs continued to rise those manufacturers had to say no more and the American companies had no choice but to cancel orders.

There is absolutely no surprise in shipments dropping because we’ve know for weeks that orders have been cancelled.

Places like Walmart have a contract that the distributor must sell goods to them below a certain price point and no one can hit that price so the goods aren’t ordered and nothing is shipped.

Walmart’s contracts is the reason shelves will go empty but don’t expect Walmart to take the blame when everyone is primed to blame Trump.