The Blubber

The first wave of shipping containers filled with Chinese goods subject to President Donald Trump’s new 145% tariffs has begun arriving at U.S. ports.

Seven vessels carrying over 12,000 containers that departed China after the tariffs took effect have docked at the ports of Los Angeles and Long Beach in California. Another five ships are expected to arrive at these ports in the coming days.

The cargo spans a broad array of consumer products for major retailers such as Amazon, Home Depot, Ikea, Ralph Lauren, and Tractor Supply.

Amazon brought in a diverse mix of items, including refrigerators, deep fryers, bookshelves, mousepads, sofas, and other home goods—many of them imported on behalf of third-party sellers. Tractor Supply’s incoming shipments feature portable drum fans, gardening tools, and men’s work boots.

Home Depot has cleared lamps and ceiling fans through customs. Ikea’s deliveries include various pieces of furniture, while other arrivals include Speedo swimwear accessories, Procter & Gamble tissue holders, and electronics components from Samsung, such as microwaves and circuit boards.

Also arriving are LG household appliances, including washers, refrigerators, air conditioners, and ranges; Ralph Lauren clothing like blazers and cashmere sweaters; footwear from Dr. Martens; Bauer Hockey gear; Lenovo computer parts; Polaris headsets and keyboards; and automotive components for Valeo North America.

A spokesperson for Tractor Supply, when asked for comment, pointed to remarks from the company’s April 24 earnings call, where executives acknowledged "notable uncertainty" stemming from the new tariffs. The company said it is working closely with vendors and logistics partners to manage the fallout while keeping an eye on larger economic trends affecting its customer base.

For many retailers, bringing in these goods—even amid economic concerns—is necessary to maintain inventory levels in key product categories that are essential to their operations.