Signet Q2 lands September 9: $1.69 EPS meets India diamond tariffs

Signet Jewelers reports second quarter fiscal 2027 results on September 9 at 7:00 a.m. ET, with consensus at $1.69 adjusted EPS on about $1.53 billion. The print tests a raised full-year guidance floor against elevated gold costs and an unresolved US tariff position on Indian diamond imports.

CBP postpones CAPE Phase 3: $11.4bn in tariff refunds stalls

CBP has postponed CAPE Phase 3, the tranche covering roughly $11.4 billion of IEEPA tariff refunds on finally liquidated entries, with no new launch date. About 64% of the $166 billion pool has been certified, leaving $59.4 billion outstanding and a legal split between importers who sued and those who did not.

Section 232 drone tariffs land September 3: 100% duty on thermal UAS

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 Q2 lands September 2: a $100m tariff refund carries the quarter

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%.