Tyler Brooks 
US off-price chains Ross and Burlington crushed Q1 estimates with double-digit sales gains and raised guidance. But executives concede tax refunds and a BNPL surge flattered the quarter, masking softer underlying demand.
The EU’s 1 July 2026 parcel duty is likely to accelerate, not reverse, Temu and Shein’s move to local EU fulfillment. Three signals point to majority local-warehouse shipping by year-end 2026.
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