Waiting game: Henderson's company is arguably one of the most well-positioned authorities to predict pricing on Main Street. Vizion's DaaS tools record more than 50% of all freight bookings that happen worldwide every day – including the company that books it, what goods enter the containers, which receiver handles it, and who financed it.

Speaking about the early impacts of Trump's tariff announcements, Henderson says, "We've been looking out for changing trends in terms of bookings for cargo and international ocean freight. At this point, we haven't seen a meaningful delta from past trends, which points to people waiting to see what's going to happen."

The big picture: A wait-and-see approach isn't always aligned with the job of marketers who need plan their spend weeks, months, and quarters in advance. But perhaps examining logistics insights can offer a crystal ball that will inform savvy retailers' wholesale strategies, and thus drive downstream changes in consumer preferences. If goods from China become financially less attractive, two other producers are poised to fill the void. Particularly in consumer electronics, India and Vietnam are posturing to re-brand as technically advanced exporters of high quality goods.

"They're not trying to be the cheapest location for manufacturing anymore. They are leveraging advanced manufacturing in order to win business from China and compliment their other exports like textiles and low cost goods," says Henderson. Logistically speaking, "Vietnam's supply chains are on the exact same trade lanes as China, and it has been positioning itself to be extremely friendly to western businesses."