Retail buyers aren’t celebrating the 90‑day tariff truce—they’re clearing shelf space and booking every container they can find. The moment duties dropped to a “mere” 30 %, the playbook snapped into place: lock holiday POs now, flood West Coast ports by July, and sit on a mountain of inventory so August politics can’t torch Q4. In trade‑war math, a warehouse full of goods is cheaper than a single day of uncertainty.