The Retail Warning You’re Not Supposed to Think Too Hard About Wells Fargo just sent up a flare: If you need home goods, get them now — because prices are going to rise "noticeably" by early 2026. Their logic? Retailers bulked up inventory in 2025 to get ahead of the next wave of tariffs. And once those shipments dry up, the next round of imported goods will be more expensive, with the difference passed directly to you, the consumer. That’s the corporate spin. But peel back the surface, and it reveals something far more troubling. Inventory Surges, But So Do Costs Between May and September of 2025, retailers increased their inventory by 14%, front-loading orders to sidestep looming duties. They…

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