Marquee items pegged around events like Father’s Day have been coming too late for shoppers. Across the country, retailers and suppliers are fighting against a lack of cargo space that’s stalling this time-sensitive merchandise and driving up costs for retailers. Fighting for freight space is leading retailers to pay two to three times last year’s rates. What does this mean for consumers?

For the answer to that question, we speak with Louise Story, Wall Street and finance reporter for our partner The New York Times.