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Can confirm from the wholesale side. I know a guy who imports containers out of Liuyang and he told me his 2026 pre-bookings were up almost 50% vs 2025. The factories in China were running extra shifts from like February onward just to keep up.
The real bottleneck wasn’t even production – it was shipping. Containers that usually take 30 days were taking 45-50 cuz the ports were so backed up. Some retailers who ordered in March barely got their stuff by late June.
But here’s the thing – a lot of these new buyers are gonna realize they overpaid and next year might actually be cheaper if the factories over-produced to meet the 250 demand. Could be a buyer’s market in 2027.