When ocean rates surge on specific lanes, the impact surfaces first in categories sensitive to imports. Supplier delivery times in purchasing manager surveys confirm whether congestion is broad or localized. Watch port throughput, trucking capacity, and warehouse utilization to judge persistence. If backlogs clear while rates retreat, discounting can follow. If disruptions spread, retailers may prioritize bestsellers, thinning variety and keeping stickers firm even as headline fuel prices improve.
When ocean rates surge on specific lanes, the impact surfaces first in categories sensitive to imports. Supplier delivery times in purchasing manager surveys confirm whether congestion is broad or localized. Watch port throughput, trucking capacity, and warehouse utilization to judge persistence. If backlogs clear while rates retreat, discounting can follow. If disruptions spread, retailers may prioritize bestsellers, thinning variety and keeping stickers firm even as headline fuel prices improve.
When ocean rates surge on specific lanes, the impact surfaces first in categories sensitive to imports. Supplier delivery times in purchasing manager surveys confirm whether congestion is broad or localized. Watch port throughput, trucking capacity, and warehouse utilization to judge persistence. If backlogs clear while rates retreat, discounting can follow. If disruptions spread, retailers may prioritize bestsellers, thinning variety and keeping stickers firm even as headline fuel prices improve.