Tariff shifts hit the front lines first, long before ERP rules adjust, and that mismatch triggers early buys, overrides, and inventory drift. If it goes unseen, capital gets trapped for an entire quarter. This piece breaks down the early warning signs any distributor can spot in under an hour. Quick Checklist: Spotting Tariff-Driven Working Capital…
The Flash U.S. Composite PMI Output Index inched up to 54.8, from 54.6 in October, the highest reading since July.
For wholesale distributors, the implications are immediate and operational.
S&P Global said many manufacturers cited tariff exposure, fluctuating input costs, and election-year uncertainty as key factors weighing on their outlook.
Artificial intelligence (AI) continues to dominate industry discussion, but actual implementation remains limited.
One of the most striking report findings was the unprecedented buildup of unsold goods.
Chemicals led August sourcing activity as construction, automotive, healthcare, and packaging buyers looked for stable domestic supply to offset global volatility.
For distributors, the stronger output leads to continued order flow across industrial and consumer markets.
More than half of respondents said they plan to channel OBBBA-related tax savings into technology investments, particularly AI.
Manufacturers entered 2025 with modest confidence, but sentiment deteriorated sharply in the second quarter.