I'm kind of lost on why there will be no restock. The price increased, they didn't ban everything.
What am I missing?
Unpredictability. If you restock and the tariffs are eliminated or significantly reduced a couple of weeks/month later, that's a disaster. So the best attitude is to wait and see.
The price increased for sending stuff to the USA. It didn't for every other consumer market in the world.
I'm not going to restock at 2.5 times the price and take the risk of being stuck with a warehouse full of unsaleable consumer goods that people have suddenly realized they can't afford.
Right, they don’t know how much smaller the demand will be during an economic crisis. It’s safer to have empty shelves until they can more accurately forecast what’s left of demand.