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UPS’s next contract with the Teamsters union in two years will determine its own fate in parcel delivery and create monumental change at Amazon, FedEx, the U.S. Postal Service, Walmart and other couriers, according to an industry expert. The post Analyst: UPS-Teamsters 2028 showdown will unleash parcel industry tsunami appeared first on FreightWaves.

Retailers face a more cautious back-to-school consumer who is getting fatigued by higher prices driven by inflation.

When Mike Allen and I are curious about the " real economy ," we talk to sources at big-box stores for a read on real-time sales trends, or friends at super-regional banks to gauge the mood and money movement.

(Bloomberg) -- Taylor Farms is pulling more than a dozen prepared food items containing jalapeños, including salsas and guacamole, from retailers due to concerns over salmonella, just weeks after federal health officials tied the produce company to a separate outbreak of cyclospora.Most Read from BloombergTrump Amps Up Pressure on Billionaire Sargeant to Exit VenezuelaIran Rejects US Talks as Trump Displays Patience for Hormuz DealIran Says Hormuz Deal Close But Its Conditions Must Be MetOpenAI’

Walmart gets $2.4 billion, Apple $2.2 billion. And you? Nothing.

Of the $166 billion in tariff refunds available, $71 billion has been claimed by companies, but very little of the refund money has gone directly to consumers.

Activewear maker Delta Galil has reported an increase in Q2 profit, lifted by tariff refunds, a portion of which it will invest in its manufacturing and supply chain to drive future growth.

Retailers could receive an unexpected financial windfall.

The Fed held rates steady, but it might not last for long.

DoorDash for years has rushed online orders from burritos to cold medicine to customers’ homes via bike couriers and drivers. Now the delivery provider is adding a new mode of transport: air. DoorDash on Wednesday said it has secured a key certification from the Federal Aviation Administration to make commercial deliveries using drones.

Walmart, Costco, and Home Depot each sit at a very different point on the risk and reward map right now, and consumer sentiment just printed deep inside recessionary territory. One of these retail giants stands out as the clear winner while two others demand patience.

Inflation may have dropped from its post-pandemic highs — June 2026 saw the largest monthly decline in consumer prices since the early days of Covid, according to data from the Bureau of Labor Statistics — but many Americans still feel its effects every time they shop. That’s especially true during ...

Walmart and Procter & Gamble both navigated the same tariff storm in their latest quarters, but one leaned into aggressive reinvestment while the other quietly played defense with pricing and productivity. Which strategy is actually winning, and what the next six months will reveal, changes the calculus for investors on both sides.

Noted Economist Mohamed El-Erian praised the new Federal Reserve Chair Kevin Warsh‘s new appointments, saying they demonstrate a “serious” commitment to reforming and strengthening the central bank. He took to X on Monday and said that the team’s expertise and...

William Blair says Casey’s, Costco, Cava, and other consumer companies are well positioned to weather inflation and uneven consumer spending.

Federal Reserve chair Kevin Warsh has assembled a high-profile group of AI advocates to help evaluate how artificial intelligence could reshape the U.S. economy and influence future monetary policy. Fed’s New AI Task Force To Assess AI’s Economic Impact The...

Federal Reserve Chairman Kevin Warsh has revealed the leadership of the US central bank's new task forces to review monetary policy and even communication on the Fed's interest rate messaging. Yahoo Finance Senior Fed Reporter Jennifer Schonberger breaks down who the new task force leaders are.

The task forces will study Fed communications, the balance sheet, economic data usage, productivity and jobs, and inflation.

The external advisers will lead five task forces that will re-examine how the central bank operates.

Analysts expect tariff refunds and lower fuel costs to offset the discounts, leaving Walmart's profit guidance intact.

Walmart is cutting prices on thousands of items to help customers with affordability after years of inflation. The largest U.S. grocer said Monday it is lowering the price of ground beef by 12%. A 24-pack of Coca-Cola is falling by one-third to $9.97.

Slower comparable sales and tariff concerns remain key risks.

New Jersey will begin charging companies whose workers rely on Medicaid, as Democratic-led states look for new ways to fund the growing cost of public healthcare amid tightening federal rules, according to the Associated Press. Governor Mikie Sherrill (D-NJ) signed...

Synchrony provides card services to retailers, which can leave the company exposed to riskier consumers.

Walmart (NYSE:WMT) has quietly built one of the most convincing defensive setups in the market. With consumer sentiment at recessionary levels and grocery spending still climbing, the world’s largest retailer is executing across omnichannel, advertising, and membership at the same time. Our proprietary model sees room for the stock to keep grinding higher over the ... Walmart’s Defensive Appeal and 89% Analyst Support Point to 17% Upside

The 2026 Top 100 Retailers ranking from the National Retail Federation confirms that Walmart and Amazon remain the two leading forces in US retail by sales.

The Vanguard Value ETF (NYSEARCA:VTV) has turned into one of the best large-cap stories of 2026, trading near $218 with a 16% year-to-date gain and a 27% advance over the past year. That run rests on a narrow set of legs: a healthcare snapback led by UnitedHealth, a financial-sector grind led by JPMorgan, and energy ... VTV’s Next 12 Months Hinge on One Fed Inflation Signal: Here’s What to Watch

Federal Reserve Chair Kevin Warsh said inflation risks have come down.

Parents are planning to spend almost $500 per child this back-to-school season, but most won't be shopping at Macy's or Kohl's. Retail giant Walmart is the overwhelming first choice as consumers prioritize value and convenience. Despite rising prices driven by inflation and the high cost of ...

Federal low-interest credit and long-term corporate purchase agreements are fundamentally transforming nuclear energy into a highly stable growth sector.