Risk
BJ's Wholesale Club 总裁兼CEO Robert Eddy 在8月21日的财报电话会议上表示，公司计划在未来几年内将SKU数量削减约20%，从平均7500个降至6000至6500个。此举旨在减少“不必要的选择”，同时通过新增产品和空白品类来提升销售与利润。
Starbucks is testing a 24-hour operating model to enable same-day inventory replenishment and prevent stockouts, while also scaling daily delivery efforts. The initiative follows the company's decision to abandon an AI-powered inventory counting system after nine months due to reliability issues, and a 30% SKU reduction last year.
The federal tariff refund process is outpacing early expectations, with billions in claims already processed. While operational concerns have largely eased, CFOs now confront complex accounting, tax and legal questions as refunds flow to companies of all sizes. Advisers highlight the need for careful documentation and cross-functional coordination.
美国最高法院裁定IEEPA关税无效已逾一个月，但退税流程仍不明朗。数据显示，逾30万家受影响企业中仅少数提起诉讼，多数企业或提交行政申诉，或等待CBP新数字门户CAPE于4月上线。律师指出，退税资格与成本分担问题可能引发新的法律纠纷，而新关税的出台使局面更加复杂。
2025年关税风暴重塑美国贸易政策，2026年供应链难获平静。除贸易不确定性外，半导体与牛肉等关键材料供应约束、运营成本压力及物流可靠性问题将持续困扰零售商与制造商。供应链领导者需在多重压力下维持韧性，本文基于行业专家访谈，提炼出2026年值得关注的趋势与风险。
2026年，供应链将受到铜短缺、关键矿产脆弱性、医疗成本上升、存储芯片约束和牛肉供应紧张等多重压力。企业正通过重新设计全球网络、建立库存和调整产品结构来应对。
2026年，供应链不确定性持续，但企业已从2025年的被动应对转向主动变革。本文基于专家访谈，梳理五大关键趋势：地缘政治风险推动供应链碎片化与多元化、经济波动考验供应链韧性、成本优化成首要任务、AI应用进入调整期、劳动力挑战加剧。
The White House reports over $150 billion in tariff revenue this year, but a Supreme Court case could trigger unprecedented refunds. Experts discuss how refunds might work, the challenges ahead, and how importers can prepare.