To give you one idea of this: Christmas starts in January for consumer stuff. That's how long it takes and if there is any hick-up then you might miss the time slot. These tariffs are wreaking havoc with the planning of just about every major company because there are almost no players that are 100% vertically integrated that just use stuff made in the USA. Everybody is dependent on everybody else and some of those parties are abroad.

This tariff thing - to quote Dirk Gently - utterly misses the fundamental interconnectedness of everything.