The retail sector may have dodged the worst of the trade war, for now. A temporary reduction in U.S.–China tariffs has slowed the bleeding, but the industry’s larger concerns are far from over. With price hikes looming, guidance withdrawals mounting, and inventory timelines closing in, many retailers are bracing for a turbulent second half of the year. The 90-day tariff pause, which lowered duties from 145% to 30%, may have bought some time, but it hasn’t solved the deeper issues of consumer fatigue and global supply chain friction. A financial analyst from Horizon28, Wendy Waalen, explores the longer-term risks facing...
August 17, 2026August 17, 2026