Tariff Impact Timeline: Supply Chain Executives on Consumer Impact for Retail, Halloween, Christmas

The tariff headlines keep changing—but the impact is already locked in. In this episode of the Masters of Supply Chain News Digest, David Warrick and former Macy’s CSCO Dennis Mullahy break down when and how the real pain will hit supply chains and consumers. From order cycles to seasonal inventories, they explain why Q3 2025 is shaping up to be the turning point—no matter what happens next in Washington.

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