These two charts show Walmart and Target’s front-loading strategy
An employee sets a price tag for Barbie dolls shown in front of Black Friday.
Mario Tama | Getty Images
With the threat of tariffs, such as retailers Walmart And Aim He competed to send popular items to the United States, and container data from ImportGenius shows illuminated various front loading strategies.
Information from the bill of bill of bills show a wide range of products from digital receipts of shipping containers, hallowhi feast costumes and decor, holiday decorations, air friter, Barbies, Squishmallow and Mario Card characters.
“In the summer of 2024, Longshoreremen in the summer of 2024 in the summer of 2024 during the summer of 2024 during the summer of 2024, in front of the fears of the Eastern coast Longshoremen strike, in the first few months of 2025, the rivet of Chinese posts in June, can be seen in the graphics,” he said.
The results are based on the data collected by the US Customs Data and the ImportGenius Platform, which does not represent all imports of companies, because third -party logistics providers carry products to their products. Walmart and Target refused to comment on trade strategies by specifying a quiet period before the upcoming earning reports.
Squishmallow building sets, hot toys such as “Moana 2” baby and game sets, HasbroMarvel Spider-Man Venomversus liquid gear action figures and TirelBarbie Medical Doctor Baby was included in the container manifestations.
Data obtained from sea intelligence He argues that two discounts are not only mixed. The supply chain data provider said that imports from a total of 10 US ports in the first four months of 2025 increased by 15.6% annually.
This pre-loading of containers said that the growth of 8% of the Pandemic Period (2015-2019) was almost twice the growth of 8% and that there was an increase of 4.8% from average pre-pandemic year year.
“This explosion quickly followed a bust of this explosion, because the volumes of -4.1% in May and -8.2% (due to tariffs and tariff changes) in May -8.2% contracted in -8.2%.” He said.
The target made an early start
The target, which dived from the timing of the front loading, started earlier than Walmart, with a forward load in January before the New Year, with an additional front of the containers before the release day.
The timing of bringing freight is critical to manage costs and focuses on calls for earnings.
Based on Xeneta data, it was between $ 6,364 and $ 6,881 per $ 6,881 per 40-meter-meter equivalent to the US East, from the East East to the East of the US, in which January-during January. The proportions of the Far East’s West Coast vary between $ 4,965 and $ 5,834 per Feu.
“In the first half of 2025, and especially in April and May, the transporters had to distribute stop-N-Go tactics around the Trump administration in the first half of 2025 and especially in April and May.” He said. “Previously did not bring lower load costs – but the transporters who did this had more predictability and a more equal flow of goods.”
Walmart had a March summit
The data shows that Walmart’s top uploading from the top is high in March and then watching February.
According to Xeneta, the ocean load spot rates were lower during this time period. Transport from the Far East to the East Coast of the USA was priced between $ 3.616 and $ 6.266 per Feu. The US western coastal rates of the Far East ranged from $ 2,563 to $ 4,903 per Feu.
Trump management announced that Chinese tariffs were reduced from 145% to 30% on May 12th. He continued some orders in the pause. Both the target and Walmart Papued references. Based on the travel time, the containers came to the United States and was processed with customs in June and July.
Sand said that the quick deployment of freight orders increases ocean load rates.
“Depending on the ability of the individual company to do this and the flexibility of supply chain, some had to pay during the May-June load rate increases, while others had already done this in January-February and March.” He said. “In the future, smarter transporters who have access to the right data can gradually benefit from more flexible and predictable supply chain flows.”
According to Xenneta, the ocean load spot rates during this time period rose between $ 3,717 and $ 6,631 per Feu, and the ratios on the west coast of the East rose to $ 2,617 to 5.476 per Feu.
