Higher fuel prices due to the war with Iran are putting pressure on Walmart's customers and supply chain, and could lead to higher prices on the shelf.

Tariffs

Why tariff refunds won’t necessarily go back to consumers

April 29, 2026

Thousands of U.S. retail companies are eagerly awaiting tariff refunds from the Trump administration. But not all of them will share that money with their customers -- even if shoppers think otherwise.

‘It’s like getting Taylor Swift tickets’: Brands rush to request tariff refunds, with some snags

April 21, 2026

The tariff refunds process has been smoother for some folks than others, according to conversations Modern Retail had with half a dozen brands and entrepreneurs.

Other news to know

  • Amazon sellers’ new struggles
  • Amazon hit pause on a controversial change to its advertising payment system after backlash from sellers who said the update would strain their finances.
  • Amazon merchants are bracing for more cash flow troubles and margin pressure this year, thanks to a bevy of new fees and policy changes. 
  • One major part of Amazon’s business was largely absent from CEO Andy Jassy’s annual shareholder letter this year: the millions of sellers who power the company’s marketplace.
Top Stories May 21

BNPL usage surged during Q1 as middle-income shoppers increased adoption

May 21, 2026

Recent earnings reports and third-party data sets show increased adoption of BNPL services, especially among middle-income households.

Target’s viral partnerships with Roller Rabbit, Parke and Pokémon are driving sales and foot traffic

May 20, 2026

Target has a long history of collaborating with major brands or celebrities. But a few standout collabs helped increase foot traffic in Q1.

Target reports first quarter of sales growth in more than a year

May 20, 2026

While still in early stages, Target's efforts to revitalize the business appear to be paying off. The retailer reported its first quarter of net sales growth after at least six quarters of year-over-year declines.

Brands are finally bringing resale into stores

May 20, 2026

In the last five years, dozens of apparel brands have set up online resale sites. Now, more players like Pacsun and Faherty are bringing secondhand into stores, too.

Brands Briefing: Harry’s turns to a drop model for its body wash to acquire new customers

May 19, 2026

Harry's, best known for its razors, is turning to limited-edition body washes to resonate with a younger consumer.

Everlane’s sale to Shein is another nail in the coffin for millennial DTC brands

May 18, 2026

One of the first DTC darlings of the 2010s, Everlane has sold to Shein for a reported $100 million after years of struggling to grow. Combined with Allbirds' fire sale earlier this year, it's a nail in the coffin for early, venture-backed DTC darlings.

TikTok Shop says sales from U.S. small businesses climbed 66% in 2025

May 19, 2026

TikTok Shop says it's continuing to drive rapid growth for small businesses, even as bigger brands swarm the platform.

Tariffs

Why tariff refunds won’t necessarily go back to consumers

April 29, 2026

Thousands of U.S. retail companies are eagerly awaiting tariff refunds from the Trump administration. But not all of them will share that money with their customers — even if shoppers think otherwise.

‘It’s like getting Taylor Swift tickets’: Brands rush to request tariff refunds, with some snags

April 21, 2026

The tariff refunds process has been smoother for some folks than others, according to conversations Modern Retail had with half a dozen brands and entrepreneurs.

Why Dame is refunding $10,000 in tariff surcharges to customers

March 03, 2026

Dame is refunding customers who paid its “Trump Tariff Surcharge” last year, becoming one of the first brands to proactively return money tied to President Donald Trump’s now-invalidated tariffs.

Podcasts

Technology

NeeDohs are fetching a premium on resale sites 

May 15, 2026

Eager NeeDoh collectors are flocking to resale sites as the toy goes viral. The stretchy toys, like Pop Mart’s Labubus, are selling for a pretty penny on eBay and StockX, with some of them going for a premium of more than 400%.

Marketplace Briefing: Why Amazon discontinued its AI-powered Rufus chatbot for Alexa shopping agent

May 14, 2026

Amazon replaced its Rufus chatbot with a new AI assistant called Alexa for Shopping this week as AI search becomes a bigger part of its online store.

What Gen Z wants from brands instead of the traditional sales funnel

May 12, 2026

Lara Compton, svp of marketing, SheerID For years, businesses have leaned on the linear sales funnel as a convenient model to measure the path to purchase. But while the funnel is a tidy way to report on awareness and consideration, marketers have always known the reality is far more complex. Today, that complexity has reached […]

Marketing

Marketplace Briefing: What Shein’s acquisition of Everlane could mean for its marketplace ambitions

May 21, 2026

Shein’s purported acquisition of Everlane isn’t its first attempt to boost its brand credibility. In recent years, it struck a partnership with Forever 21, acquired the U.K. brand Missguided and launched a third-party marketplace. But it’s still unclear how all of these efforts will live together.

How FlutterHabit uses its 46,000-member Facebook group for product development

May 18, 2026

FlutterHabit turned its private Facebook group into a testing ground for products, marketing and customer feedback.

Joy Mangano calls TV shopping her ‘best-kept secret’ as she uses old-school infomercials to grow her new brand, CleanBoss

May 18, 2026

Joy Mangano, inventor of the MiracleMop, is seeing sales spike for her new brand, CleanBoss, thanks to the nostalgic direct-response TV ads it runs across cable channels. “TV shopping is not just my history, it’s my best-kept secret,” Mangano told Modern Retail. 

Operations