Priya Sharma 
Albertsons created an executive chair role and appointed former eBay and Hewlett-Packard chief Meg Whitman to it, effective September 8, 2026. The board expands to 11 seats as the grocer works through a cut fiscal 2026 forecast and the ACI Edge restructuring.
Signals point to no proposed rule under RIN 1685-AA47 before June 30, 2027, and no binding regulation in force before the 2027 holiday peak. The same disclosure demands are likely to reach importers first through general notices, voluntary tests and broker contract terms.
USTR signalled the Section 301 textile tariff-rate quotas for Bangladesh, Cambodia, Indonesia and Malaysia would be feasible around September 1, but no establishing Federal Register notice has published. Covered apparel continues to enter at the flat 10 percent duty with no quota volume available.
The FTC pushed the comment deadline on its proposed personalized pricing enforcement policy statement to September 25, 2026, seven days later than planned. The proposal would require retailers to disclose when a price is individualized, why, and what data feeds it.
Ulta Beauty is facing an organized boycott campaign over Flock Safety license plate reader cameras installed in the parking lots of a small number of its stores. Amazon cancelled a planned Ring integration with the same vendor in February 2026 after a similar backlash.
Three signals dated 4, 17 and 27 August 2026 point to one merchant-facing agentic commerce protocol moving under neutral foundation governance by 31 March 2027. Every layer of the stack except checkout has already found a neutral home.
A Section 232 proclamation signed August 13 imposes a 100% duty on drones over 25 kg, thermal-capable UAS, docking stations and critical components from September 3, with 25% on lighter consumer models. The tariff lands on a US category already short of stock after UFLPA customs detentions and the FCC Covered List.
PVH Corp. reports second quarter fiscal 2026 results after the close on Wednesday, September 2, with the analyst call the next morning. Guidance embeds about USD 100 million of IEEPA tariff refunds, worth roughly 470 basis points of operating margin, while revenue is guided down 3% to 4%.
Burlington received $55 million in tariff refunds in the second quarter and will reinvest every dollar in lower prices rather than book it as profit. The decision cut third-quarter guidance about 19% below consensus and sent the stock down 6.35%.
PDD Holdings reported second quarter revenue up 8% to RMB 112.4 billion, roughly 3.4% below consensus, while net income fell 12% to RMB 27.2 billion. Adjusted earnings beat and the shares rose, but management warned the EU’s new parcel duty will hit the international business.