Tariff concerns grow, Hudson’s Bay Stripes return to Canadian Tire, and retail sales rise

Ian Sinclair

Ian Sinclair

EVP, Commercial Solutions

ISinclair@nls.ca

National Logistics Services
150 Courtneypark Drive West
Mississauga, Ontario

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Recently in Logistics; Expanding U.S. tariffs continue adding pressure to North American supply chains and economic conditions. Canadian retailers are also adapting to shifting market dynamics, with Canadian Tire relaunching the Hudson’s Bay Stripes brand nationwide and retail sales posting modest February growth. Long-term momentum remains strong, as global retail logistics is projected to surpass US$1.25 trillion by 2035 while Shopify continues reporting strong e-commerce growth.

The Ontario Chamber of Commerce says expanding U.S. tariffs could disrupt North American supply chains and put thousands of jobs at risk. Businesses are already reporting rising costs, lost customers, delayed investments, and slower hiring as uncertainty continues to grow. The chamber is urging governments to provide short-term relief and work toward a negotiated trade solution ahead of the upcoming CUSMA review.

Source: Inside Logistics

Canadian Tire has officially relaunched the Hudson’s Bay Stripes brand in stores nationwide after acquiring the retailer’s intellectual property following Hudson’s Bay’s 2025 bankruptcy. The new collection features outdoor living, home, and lifestyle products presented through dedicated in-store displays and a coordinated marketing push. The rollout marks Canadian Tire’s effort to revive and modernize one of Canada’s most recognizable retail brands within its own retail network.

Source: Retail Insider

Canadian retail sales rose 0.7% to $72.1 billion in February, driven mainly by stronger sales at new and used car dealers. Core retail sales also increased, supported by gains in general merchandise, grocery, and apparel categories. Early estimates suggest sales continued to grow in March, though rising inflation and energy prices may weigh on consumer spending momentum later this year.

Source: BNN Bloomberg

A new report projects the global retail logistics market will grow from US$360 billion in 2025 to more than US$1.25 trillion by 2035, driven by e-commerce growth and demand for faster delivery. Retailers are investing heavily in automation, real-time tracking, and omnichannel logistics to handle rising order volumes and more complex supply chains. Reverse logistics, air freight, and omnichannel retail are expected to see some of the fastest growth over the next decade.

Source: Inside Logistics

Shopify reported strong first-quarter 2026 results, with revenue rising 34% and gross merchandise volume surpassing $100 billion. The company said growth was broad-based across regions, merchant sizes, and sales channels, while continuing to invest heavily in AI and platform development. Shopify expects momentum to continue in Q2, forecasting revenue growth in the high-twenties percentage range.

Source: Retail Insider

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NLS Logistics Team Communications
As a leading Third Party Logistics (3PL) firm, we have the strategic infrastructure, technology relationships, and insights to help Canadian and international brands reach and serve the Canadian market
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