What Happened
On May 29-30 2025, a federal appeals court issued a stay reinstating the sweeping tariffs previously blocked by the United States Court of International Trade (CIT). The tariffs challenged include Trump-era measures targeting imports from China, Canada, Mexico and other trading partners. Reuters+2Scotsman Guide+2
Why This Matters
- Landed Cost Spike Re-Activated: Products you sourced assuming lower duties may now be exposed to higher tariffs.
- Pricing & Margin Pressure: If you built pricing models around the expectation of tariff relief, those assumptions may be invalidated.
- Supply Chain Risk: The window for cost relief has shrunk. Brands must act fast or face inventory cost shocks.
What You Should Do Immediately
- Re-Audit Landed Cost Models
- Run worst-case tariffs + freight scenarios for major source-countries.
- Review bids, ACOS, and margin thresholds accordingly.
- Secure Supply Terms & Pricing Now
- Negotiate with suppliers for contract terms; include “tariff escalation” clauses.
- Lock in MOQs/pricing for immediate restocks before cost rises.
- Inventory & Launch Prioritisation
- Prioritise SKUs with high margin, low tariff exposure.
- Delay launches of high-tariff/low-margin products if cost upside is imminent.
30/60-Day Roadmap
Days 1–30:
- Update cost/pricing models; communicate to finance/ops teams.
- Pause or re-evaluate SKUs with high tariff exposure.
- Negotiate supplier cost buffers.
Days 31–60:
- Monitor tariff policy updates & legal filings.
- Adjust pricing & campaign budgets to match new margin reality.
- Keep inventory levels lean but secure restock for high-velocity SKUs.
Final Word
The legal battle isn’t over—and for now, the tariffs are back in effect. Treat this not as a delay but as a warning: cost assumptions change fast. Act quickly, protect your margin, and keep your supply chain flexible. That’s how Amazon brands stay ahead.