International trade, cross-border commerce, tariffs, customs, and global market dynamics.
TJX reports second-quarter results on August 19, hours after 50% Section 338 tariffs on Canadian goods take effect at 12:01 a.m. Eastern. The Street expects about $15.1bn in sales and $1.18 a share from the retailer that has treated trade disruption as a buying opportunity.
The US Court of International Trade has yet to rule on a motion to certify a nationwide class of importers locked out of CBP’s IEEPA tariff refund portal, argued on August 6. The outcome decides whether importers with finally liquidated entries recover administratively or must sue one by one.
The US Court of International Trade ruled on August 13 that IEEPA lets the President rescind the de minimis exemption, upholding the end of duty-free entry for parcels under $800. The government lost one count, and a separate refund claim remains open.
Dillard’s second quarter net income rose 34% to $97.7 million after a $37.2 million refund of tariffs the Supreme Court invalidated added 260 basis points to retail gross margin. The company says it expects no further significant refunds, even as consumer class actions over the $166 billion pot multiply.
What promotion really costs on Allegro: the 19.90 zl featured offer, its 75% commission surcharge, and Allegro Ads CPC, and how it reaches buyers.
When Allegro rewired the economics of its Smart! delivery program on 2 March 2026, most shoppers noticed almost nothing. Their checkout still read the same …
US importers and retailers have one week to prepare for a sweeping new levy on Canadian goods, after the White House confirmed that an additional …
The prediction: before the October 22, 2026 compliance deadline for CBP’s codified de minimis suspension, US-domestic and bonded fulfillment likely becomes the default route for China-origin marketplace orders. Three independent signals point to a migration already in progress ahead of the Q4 peak.
Cross-border Commerce deep dive: ATA carnet: temporary imports for samples and trade shows.
The July 24 postal de minimis rule closes the last low-value import loophole into the US. The pattern points to a second wave of foreign postal operators restricting or surcharging US-bound parcels before the October 22 compliance deadline, concentrated on the long tail of small cross-border sellers.