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By Scott Needham · September 27, 2025 · Curated by George's Blog
Tariff impacts are starting to be felt in unique ways across e-commerce.
Inventory volatility is spiking. Brands paused orders after tariff announcements, then rushed to restock during truce windows.
Pricing pressure is coming. More cost burdens are now being passed to consumers. Buffers are vanishing.
Out-of-stock rates are hitting multi-year highs, especially in vulnerable categories with China dependence.
Categories like toys and electronics face the highest risk; apparel and beauty have some breathing room via diversified sourcing.
This research is credited to Particl. Their platform is the single best tool to understand DTC brands.