Olivia Bennett Lululemon reports second quarter fiscal 2026 results on September 3, with guidance pointing to a 2% to 3% revenue decline and earnings per share of $1.76 to $1.81 against $3.10 a year earlier. Tariffs cut roughly 280 basis points from product margin last quarter, and incoming chief executive Heidi O’Neill starts five days later.
Component costs have re-based upward while US electronics retail margins are still expanding, and that gap has to close. Signals point to the pass-through arriving as reduced base configurations, visible in holiday 2026 assortments and named in guidance by early March 2027.
Canada will apply 15%, 25% and 50% counter-tariffs to C$27.6 billion of US goods from 12:01 a.m. on September 8, 2026, with furniture and clothing in the top band. Retailers have a two-week window to pull US-origin inventory across the border before the surtax bites.
Packaging is likely to become a named, per-material cost line in US e-commerce, with the trigger a binding California fee schedule due at CalRecycle in October 2026 and first producer invoices in January 2027. Oregon’s first-year rates already price flexible film up to roughly 47 times corrugated fiber per pound, and the mailer mix is the most exposed variable.
The FTC opened public comment on a proposed enforcement policy statement declaring that undisclosed personalized pricing likely violates Section 5 of the FTC Act. Retailers get 30 days once the notice hits the Federal Register, against a state patchwork that is already binding.
Walmart, Albertsons, UNFI and Best Buy each split the finance seat from the operating seat within twenty-six days of each other, and every handover tail expires at fiscal year-end. The pattern points to a cluster of formal operating-model reorganizations landing between late February and mid-April 2027.
The EU’s Packaging and Packaging Waste Regulation entered into application on 12 August 2026, replacing a directive that governed the bloc’s packaging rules for three decades. A PFAS restriction, new conformity documentation and marketplace verification duties bite immediately, while the heavier design rules wait until 2030.
A hub guide to fraud and disputes in online retail: the attack types, the controls that stop them and the cost of getting the balance wrong.
McCormick has set out the operating model, leadership, and London listing for the company it will form by combining with Unilever Foods in a roughly $44.8 billion deal. Here is how the four-division structure reshapes the balance of power with grocers and online platforms.
Caraway, the ceramic nonstick cookware brand that built its name selling directly to shoppers online, is now stocking more than 500 Walmart stores. The rollout, …