Retailers will start repricing goods like toys and electronics upwards, with these price increases becoming evident in June, July, or August 2025, and eventually passed on to consumers.
"So, what we think is going to happen is it's the retailers are going to start repricing their stuff. It's going to hit toys, electronics, you know, anything... But we think it's going to start to show up in June, July, August, and there's going to be a lag. And then of course, you guys know it's there's going to be a pass through to the consumer like there always is during the pandemic."