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Think Tank
Supply Chains in Crisis: Page 38
Nestlé Targets Climate Challenges with Higher-Yield Cocoa Harvesting
The project is still in the pilot stage, although the company says that it's looking at ways to apply the method on a larger scale.
Kohl’s Seeks More Time to Pay Vendors During Turnaround Effort
The request from Kohl's comes at a challenging time for the industry, which has struggled in the face of tepid consumer spending and supply chain disruptions.
Tariffs Set to Turn Holiday Shopping Season into High-Stakes Gamble
What was once the season of abundance may instead feel like one of triage, where both retailers and consumers make hard choices about what can be afforded.
China EV Sector Invests More Abroad Than at Home for First Time
Chinese companies are being driven to expand globally as overcapacity and a long-running price war at home squeeze margins all along the supply chain.
Port of Los Angeles Rides Pre-Tariff Cargo Wave to Record High Volumes
Meanwhile, international port operator and logistics service provider DP World reported strong container volumes for the first half of 2025 as well.
U.S. Consumers Projected to Shoulder Majority of Tariff Costs by October
Consumer prices have risen across virtually every sector, including a 37% increase for household appliances, 25% for information processing equipment, and 27% for furniture and furnishings.
Toyota Expects to Take $9.5B Hit from Trump Tariffs
Toyota slashed its operating profit forecast by 16% for the fiscal year ending in March 2026, and saw its operating profit fall by nearly 11% year-over-year in the second quarter of 2025.
U.S. Businesses Face Cash Crunch as Trump Tariffs Take Effect
More than half of U.S. businesses said that Trump's tariffs have resulted in delayed payments to suppliers, with nearly a quarter of those reporting paying suppliers "significantly later than usual."
Swiss Leaders Rush to Salvage Talks with U.S. as Tariff Deadline Nears
Should the 39% levies against Switzerland take effect as scheduled, the only countries with higher tariffs would be Laos, Myanmar and Syria.
Tariff Fears Drive Slump in U.S. Imports in June
Imports of consumers goods fell to their lowest levels since September 2020, while the share of total imports from China has been more than halved since the start of the year.
Supply Chain Woes Stall Airbus Deliveries in July
The world’s biggest planemaker has delivered around 370 planes in the first seven months of 2025, less than half its annual goal.
Tariffs Drive 'Seismic Shift' for U.K. Retailers
ESW and Retail Economics estimate that most larger retailers in the U.K. would find trade with the U.S. "commercially unviable" if tariffs were to approach 24% at some point down the line.
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