National Retail Federation

organization

Last mentioned: 1d ago

Timeline

  1. Expected Policy Shift

    Anticipated date for the rollout of new executive orders targeting the de minimis loophole.

  2. Market Reaction

    Retail stocks show volatility as analysts downgrade outlook for the second half of 2026.

  3. SCOTUS Ruling

    The Supreme Court issues a decision limiting executive tariff discretion.

  4. Executive Response

    President Trump outlines a 'path forward' involving potential legislation.

  5. Administration Response

    President Trump announces 'countermoves' to protect domestic industry via executive action.

  6. Judicial Ruling

    Court of International Trade rules against the expansion of specific consumer-focused tariffs.

  7. Legal Challenges Peak

    Major retail coalitions file suits reaching the appellate level.

  8. Tariff Escalation Begins

    Initial broad tariffs imposed under Section 301 and 232.

Stories mentioning National Retail Federation 5

e-commerce Bearish

SCOTUS Limits Executive Tariff Power: A Watershed Moment for Global Retail

The US Supreme Court has issued a landmark ruling curtailing the President's authority to unilaterally impose tariffs, sparking a sharp response from Donald Trump. This decision is expected to provide immediate margin relief for major retailers and e-commerce platforms while forcing a massive recalibration of global supply chain strategies.

2 sources
market-trends Bearish

SCOTUS Tariff Ruling: Trump Responds as Retail Supply Chains Face New Reality

President Trump has labeled a landmark Supreme Court decision limiting executive tariff authority as 'deeply disappointing,' signaling a major shift in U.S. trade policy. The ruling challenges the administration's ability to unilaterally impose broad import duties, creating a period of both relief and uncertainty for the e-commerce and retail sectors.

4 sources