Recently in Logistics; Canada–US trade tensions are intensifying, with new counter-tariffs and retaliatory measures adding further uncertainty for retailers and cross-border commerce. Consumers are heading into the holiday season with stronger spending momentum, but value remains a priority as shoppers stay selective. Meanwhile, retail supply chains are shifting toward greater resilience, transparency, and real-time visibility as disruption and regulatory pressures continue to grow.
Canada Imposes Counter-Tariffs, Unveils $7.5B Support Package
Canada will impose new 15%, 25%, and 50% counter-tariffs on US goods starting September 8 after suspending trade negotiations with the US. The measures cover a range of products, including steel, aluminum, furniture, apparel, appliances, and electronics, increasing cost pressures for businesses and consumers. Ottawa is also providing $7.5 billion in support for affected businesses and workers while strengthening efforts to diversify Canada’s economy and supply chains.
Source: Inside Logistics
Tariff Price Hikes May Take Time to Reach Shelves
Canada’s new counter-tariffs on US goods are unlikely to immediately translate into higher prices as retailers work through existing inventory. Fast-selling and shorter-shelf-life products are expected to see price increases first, while durable goods may take longer. Retailers may initially respond with fewer promotions, reduced product selection, and greater reliance on Canadian or overseas suppliers.
Source: CityNews
US Bans Some Canadian Imports Amid Escalating Trade Dispute
The US will ban certain Canadian alcohol, dairy, and other imports starting September 29 in response to Canada’s latest counter-tariffs. The White House is also adjusting existing tariffs, removing some products while adding all-terrain vehicles and additional dairy goods. The measures further escalate trade tensions and add uncertainty for Canadian exporters and cross-border supply chains.
Source: Inside Logistics
Canadian Holiday Shoppers Spend More but Stay Deal-Focused
Canadian consumers are showing stronger spending momentum heading into Holiday 2026, but 56% remain focused on essentials and many continue to trade down or wait for better deals. Retailers face growing pressure to balance promotions, free shipping, and returns with rising fulfilment costs, while shoppers increasingly move between online and physical stores. With 83% of Canadians expected to shop in stores and AI playing a larger role in product discovery, retailers will need to deliver value and a seamless omnichannel experience without sacrificing margins.
Source: Retail Insider
AI and Traceability Reshape Retail Supply Chains
Retail supply chains are shifting from cost-focused operations toward greater resilience, transparency, and real-time visibility as disruptions and regulatory requirements increase. AI can help retailers identify risks, connect fragmented supplier data, and improve decision-making, but its value depends on accurate, connected data and strong supplier relationships. With traceability requirements such as the Digital Product Passport approaching, retailers need to build scalable supply chain data foundations that extend beyond Tier 1 suppliers and support compliance, sourcing, and risk management.
Source: Retail Insider
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