James Chen 
The United States is preparing a 7.5% tariff on Chinese goods under a Section 301 excess capacity investigation, a step that would lift replacement duties to the 20% ceiling Beijing says Washington agreed to. Officials want the findings published before the September 24 summit in Washington.
The EU Cyber Resilience Act’s reporting duties begin on September 11, 2026, forcing a 24-hour early warning on actively exploited vulnerabilities in connected products. Retailers selling own-brand smart devices are treated as manufacturers, putting the clock on their side of the contract.
Payment passkeys are spreading fastest where regulators dated the end of SMS OTP, not where e-commerce is biggest. The signals point to a further mandate market getting a named issuer or PSP rollout before the end of Q1 2027.
BJ’s Wholesale Club reports second quarter fiscal 2026 results before the open on Friday, August 21, with consensus near $1.16 per share on about $5.89 billion in revenue. The print tests whether tariff refund dollars spent on lower shelf prices can lift an ex-gasoline comparable that ran below guidance in Q1.
The Census Bureau publishes July retail and food services sales on Friday, August 14 at 8:30 a.m. ET, the last broad read on US demand before 50% Section 338 tariffs on Canadian goods take effect. June’s $768.6bn baseline was flattered by a late Prime Day, leaving July with a hard comparison.
A fast-growing group of US states is moving to outlaw surveillance pricing, the practice of using a shopper’s personal data to set an individual price, …
Cutting range sounds like cutting sales. This case study shows how a regional chain removed half its lines and grew anyway.
India’s quick-commerce pure-plays are likely to be forced into a decisive move before year-end 2026 as Walmart-owned Flipkart and Amazon deploy capital they cannot match. Three signals point to Zepto blinking first: a compressed IPO, a rescue, or retrenchment.
Nike will close more than 1,000 online storefronts run by partners across Chinese marketplaces and route sales through official channels only, effective January. The reset trades near-term volume in its third-largest market for tighter control of price and brand.
Amazon is switching on its 30-minute delivery service, Amazon Now, for millions of shoppers, and this morning the company reaffirmed the bigger goal behind it: …