NRF: Early peak shipping season to subside in September
The National Retail Federation (NRF) and Hackett Associates report that the early peak shipping season is ending, with U.S. port imports expected to decline for the rest of 2026. May was the busiest month at 2.24 million TEU. Tariff changes and supply chain disruptions drove retailers to pull forward orders. Consumer spending remains resilient. Full-year 2026 imports are projected at 25.5 million TEU, up 0.1% from 2025.