What off-price retailers are saying about tariff refunds

TJX said its $331 million reimbursement was partially offset by supply chain investments, while Burlington's $55 million return will be used to boost customer value.

By Kelly Stroh • Sept. 3, 2026

Shoppers’ e-commerce packaging priorities shift in 2026: Ryder

Consumers reported a preference for boxes over mailer bags, but reasons have changed, the logistics company found in a survey.

By Katie Pyzyk • Sept. 3, 2026

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Top 5 stories from Supply Chain Dive

Here’s how companies are navigating evolving global trade and tariff policies, rising costs and operational uncertainty across supply chain networks.

By Supply Chain Dive staff

Bath & Body Works rethinks promotional inventory purchases

CEO Daniel Heaf said a reduction in distressed inventory came from “buying our seasonal business correctly.”

By Phil Neuffer • Sept. 2, 2026

Manufacturing growth slows in August as economic concerns loom: ISM

Although the sector remained in expansion, "warning signs" are starting to appear, said Susan Spence, chair of the Institute for Supply Management.

By Jeff Kinney • Sept. 1, 2026

Cotopaxi repays workers at Taiwan mills for predatory recruitment fees

The outdoor apparel and accessories brand has been working to remediate unethical recruitment practices initially identified at two fabric mills in the country in 2024.

By Kelly Stroh • Sept. 1, 2026

Williams-Sonoma to spread tariff refunds to vendors, employees

The kitchenware retailer is funneling $10 million toward the retirement accounts of workers who helped it navigate tariffs while also reimbursing vendors for discounts. 

By Phil Neuffer • Aug. 31, 2026

Nvidia says supply shortages are limiting AI revenue growth

The company increased its supply commitments in Q2 by $160 billion compared with the previous quarter, but it still faces a sourcing bottleneck.

By Antone Gonsalves • Aug. 31, 2026

US, Canada trade war poses sourcing risks for agriculture, consumer goods

The tit-for-tat tariff fight could hike costs for goods from ski jackets to agriculture and forest products, industry groups warn.

By Alejandra Carranza • Aug. 27, 2026

Packaging sector braces for US-Canada trade war impacts

Trade associations representing manufacturers of fiber, metal and glass packaging weighed in on expected effects — mainly higher costs — that could affect companies along both countries’ supply chains.

By Katie Pyzyk • Aug. 27, 2026

Lenovo ramps up regional manufacturing amid chip shortage, tariff risks

The computer maker’s recent moves include doubling capacity at its U.S. manufacturing plant and starting production at its Saudi Arabia campus.

By Antone Gonsalves • Aug. 27, 2026

How big box retailers are using tariff refunds

Walmart is investing its $2.9 billion return into price cuts, while Target plans for additional reimbursements and Home Depot and Lowe’s offset higher costs.

By Phil Neuffer • Aug. 26, 2026

Where Walmart’s packaging ended up on 2025 sustainability targets

The retailer noted “trade-offs among product protection, food safety, cost, regulatory requirements, recycled material availability” and more, per its FY2026 ESG Report.

By Maria Rachal • Aug. 25, 2026

Canada to install retaliatory tariffs of up to 50% on US imports

The levies will go into effect Sept. 8 and match the rates of U.S. tariffs on goods such as steel, dairy products, appliances and agricultural equipment.

By Phil Neuffer • Updated Aug. 27, 2026

Deere expects ‘step-up’ in tariff costs in 2027

More than $380 million in tariff refunds have reduced the company's expected duty expenses to $750 million this year.

By Antone Gonsalves • Aug. 25, 2026

Trump vows 50% tariffs on Canada cars, trucks, auto parts, steel

The president announced the new levies, effective Jan. 1, after Canada said it would retaliate against duties the U.S. implemented over the weekend.

By Phil Neuffer • Updated Aug. 24, 2026

ADM plans $100M oilseed crush expansion at 4 US plants

Archer-Daniels-Midland executives have identified six other facilities that could increase capacity.

By Antone Gonsalves • Aug. 24, 2026

Trump’s 50% tariff on many Canada imports in effect as talks stall

The two countries failed to reach an agreement before Saturday’s deadline for the levies, with Canada vowing to “match those tariffs dollar for dollar.”

By Phil Neuffer • Updated Aug. 24, 2026

US to temporarily relieve ground beef tariffs in bid to lower prices

President Donald Trump said he will allow 300,000 metric tons of product to enter the country duty-free for the next 90 days as domestic production is set to hit the lowest level since 1970.

By Sarah Zimmerman • Aug. 21, 2026

Best Buy achieves zero waste goal at supply chain facilities

The consumer electronics giant said 29 of its supply chain facilities were certified zero waste and meet requirements for a resource use and efficiency certification.

By Zoya Mirza • Aug. 21, 2026

Birkenstock production network capacity expansion on track to meet 2027 target

The footwear maker’s plans include enlarging and refitting plants in Germany while also extending a factory in Portugal.

By Antone Gonsalves • Aug. 21, 2026

Kimberly-Clark tests new fiber for sourcing resiliency, sustainability

The CPG maker is building a pilot facility in Yuma, Arizona, to advance the effort as it aims to reduce natural forest fiber cost volatility.

By Alejandra Carranza • Aug. 20, 2026

US calls for EU to deliver on trade concessions on sustainability laws

The United States ambassador to the European Union said the bloc has not fully addressed U.S. concerns stemming from a trade framework agreement reached last summer.

By Lamar Johnson • Aug. 20, 2026

Culver’s taps Armada to revamp supply chain, targets expansion

The restaurant chain is pooling slower-moving inventory to up transportation efficiency as its growth plan advances.

By Alejandra Carranza • Aug. 20, 2026

Caterpillar bags $392M tariff refund as duty costs shrink

Excluding the refund, the heavy-equipment maker incurred $400 million in tariff expenses in the quarter that ended June 30.

By Antone Gonsalves • Aug. 20, 2026

Trump delays 50% tariffs on Canada imports for 3 days

The duties will now go into effect Aug. 22, per a proclamation signed Tuesday, as the countries continue to negotiate.

By Phil Neuffer • Aug. 19, 2026