Will 2026 see a continuation of the volatile tariff swings of 2025 and will the U.S. stop importing from. China? And the answer is: It is unlikely that tariffs will stabilize into something more predictable—not free trade, but a stable managed relationship where some doors close while others remain strategically open, especially when it comes to a pragmatic relationship with China.
Why We Can’t Quit China Read More »
2025 may go down as the year retail lost the plot — and tried to rewrite it at the same time. At a recent Robin Report roundtable, four veteran retail experts — Mark Cohen, Warren Shoulberg, Phil Lempert, and Jasmine Glasheen
Retail in 2025: Tariffs, Tumult, and the Search for Sanity Read More »
Retail, inevitably a zero-sum game, has had more than its fair share of players who are on the borderline. Some, like Rite Aid and At Home, have ended up in bankruptcy, while Walgreens was acquired and taken private by private equity giant Sycamore. Macy’s is perhaps the most talked-about struggling retailer, but in its most recent quarter, it beat analyst forecasts.
How Do You Explain the Recent Surge in Retail Sales? Read More »
Retailers with rail-heavy networks may need to reevaluate their long-term exposure. That doesn’t mean abandoning rail altogether, but it does require stress-testing the network for vulnerabilities and building in alternative routes and modes where possible.
Shipping Logistics at a Crossroads Read More »
They say necessity is the mother of invention, but that goes for calamity too. Bloomberg recently reported that Robert Keely, who runs a guitar pedal company called Keely Electronics, was hit with an $11,000 tariff bill for a load of imported merchandise. With no other options, he cashed in 1.83 million American Express rewards points to pay for it.
The Best (& Most Outrageous) Tariff Tactics Read More »
Tariffs for Vietnam threaten its export-led growth, exposing issues like overreliance on cheap labor, weak innovation, and strict digital controls.
The High Cost of Tariffs for Vietnam Read More »
Korea and Japan delay U.S. trade deals, betting legal uncertainty and strategic investments will soften Trump’s tariff threats.
Korea and Japan Play Beat the Tariff Clock Read More »
