Retailers are discovering that in a world of tariffs, supply chain uncertainty and cautious consumers, more choice can come with a surprisingly high price. Companies are shrinking their product assortments to reduce the cost and complexity of importing, transporting and storing merchandise, The Wall Street...
The three words “supply chain compliance” have typically been more likely to inspire yawns than cross-border growth strategies when brought up by enterprise chief financial officers. With a new round of tariffs creating greater uncertainty across supply chains that have traditionally been viewed as secure...
Off-price clothing retailer Burlington is the latest company using tariff refunds to reduce prices. “It feels like the right thing to do for our customers,” CEO Michael O’Sullivan said on the company’s earnings call last week. “Over the last few years, many households, especially moderate- to lower-income families, have struggled with...
Retailers and consumer goods companies have begun lowering prices thanks to tariff refunds. Walmart, Tractor Supply and e.l.f. Beauty are among the companies going this route, the Wall Street Journal (WSJ) reported Monday (Aug. 31), noting that these price cuts are designed to juice sales...
August 20, 2026
The $100 billion U.S. tariff unwind isn’t just a legal exercise for enterprise firms; it’s exposing a crucial piece of B2B infrastructure. More than 40 S&P 500 companies reported $9.6 billion in tariff refunds in the past quarter or so, with about $2.1 billion in cash already received. Those refunds initially flow to the importers […]
August 06, 2026
Every fraudulent customs declaration can eventually become a financial transaction. And as investigators connect invoices, ownership records and money flows across global supply chains, that is a connection that’s becoming...
May 15, 2026
The modern economy increasingly runs on two separate operating systems. One is digital, asset-light and geographically fluid. The other is physical, capital-intensive and exposed to every fracture line in the...
April 01, 2026
One year after the Trump Administration’s Liberation Day tariff announcements, 12 months have established a clear pattern for middle-market firms. A policy shock has evolved into a durable operating condition,...
October 08, 2026
New research shows that the cost of many consumer goods would have declined last year if not for U.S. tariffs. The paper from the Federal Reserve Bank of New York says the cost of 67 categories of goods was 2.9 percentage points higher as of February because of the tariffs. The paper was released earlier this week by the […]
September 03, 2026
Retailers are discovering that in a world of tariffs, supply chain uncertainty and cautious consumers, more choice can come with a surprisingly high price. Companies are shrinking their product assortments...
August 31, 2026
Off-price clothing retailer Burlington is the latest company using tariff refunds to reduce prices. “It feels like the right thing to do for our customers,” CEO Michael O’Sullivan said on the company’s earnings call last week....
August 31, 2026
Retailers and consumer goods companies have begun lowering prices thanks to tariff refunds. Walmart, Tractor Supply and e.l.f. Beauty are among the companies going this route, the Wall Street Journal...
