Comment by Aurornis

It's going to take a while. Most companies ordered as much inventory as they could before the tariffs hit. Companies have to work through that lower-cost inventory first, then deal with the tariffs, then have that data start to show up in later decisions.

There's also a lingering hope that the tariffs will be struck down and disappear, so companies are waiting as long as possible before taking the tariff hit on new orders.