Andrea Felsted, Columnist

What Will We Get for the Holidays? Empty Shelves

Tariffs won’t just cause price hikes. Expect retail shortages to hit as soon as back-to-school and continue into 2026 — and beyond.

April 29, 2025 at 12:00 PM UTC

By Andrea Felsted

Andrea Felsted is a Bloomberg Opinion columnist covering consumer goods and the retail industry. Previously, she was a reporter for the Financial Times.

The holidays may seem far away, but retailers are planning for them now.
Photographer: UCG/Universal Images Group Editorial

How easy or hard was it to use Bloomberg.com today?

Share feedback

Before it’s here, it’s on the Bloomberg Terminal

LEARN MORE

Remember late 2021, when Covid-snarled supply chains left Americans scrambling for everything from dolls to decorations?

If the tariff turmoil continues, we could be there again this holiday season — if not before.

Before it’s here, it’s on the Bloomberg Terminal

LEARN MORE