ANALYSIS: Indonesia Shipments Ease Supply Risks; Retail Shrimp Sales Flat Despite Tariffs

The release of Indonesian containers bound for the US offers short-term relief from anticipated Q4 supply constraints, though incomplete August import data leaves some uncertainty about overall availability. If volumes prove lighter once data is finalized, tightening could still occur and influence procurement strategies late in the year.
Circana’s retail data indicates sales have remained statistically flat since the first tariff announcement in April, with no significant change in unit movement over the past three years. Revenue gains recorded in 2025 are primarily price‑driven...
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