Here are the top stories shaping the world of commerce today. For deeper analysis, data, and strategic insights, upgrade to our Premium Digest.

Executive Summary

Today's global business landscape is marked by significant strategic manoeuvres in the supply chain sector, with Hapag-Lloyd's potential acquisition of Zim signalling a major consolidation in shipping. The retail industry is grappling with inflationary pressures, as evidenced by surging chocolate prices, while also exploring new frontiers in AI-powered advertising and customer engagement. In international trade, the US-China relationship remains a focal point, with American carmakers expressing concerns over Chinese competition and the US government identifying Chinese tech giants Alibaba and BYD as having links to the Chinese military. Meanwhile, a potential rollback of US tariffs on metals and a new US-Taiwan trade agreement suggest a dynamic and evolving trade policy environment.

 

Today's Top Headlines

Supply Chain & Logistics

        Hapag-Lloyd in talks to acquire Zim for $3.5 billion

        Freight market shows signs of potential breakout

        Intermodal spot rates yet to catch up with trucking surge

        Mexico's heavy-duty truck exports to U.S. plummet 54% in January

        GXO Logistics expects stable North American freight demand

        Covenant Logistics reports Q4 loss

        FedEx, UPS closing hundreds of locations amid rising shipping prices

        White House considers fee on foreign-built vessels

        Congress to combat "chameleon carriers" with AI

        Trump administration reassessing steel and aluminium tariffs

        Global container prices continue to decline

Retail

       Chocolate prices surge 14% ahead of Valentine's Day

        US inflation shows signs of slowing

        Albertsons joins ChatGPT ad pilot program

        Amazon's Ring ends partnership with police tech company

        Steak 'n Shake to remove microwaves from all kitchens

        Top consumer themes for 2026: Escapism, trend fatigue, self-preservation

        Donation requests at checkout: Stress or benefit?

        Halloween: A year-round retail opportunity?

        Mattel vs Hasbro: The battle for toy supremacy

        AI-embellished resumes: A new challenge for retail hiring

        Robots in beauty retailing: Rejuvenation or ruin?

        Tech in QSR: Reducing or increasing friction?

        Amazon's biggest threat: Retailer AI vs. horizontal AI

        Di Bruno Bros. to close over half of its stores

 

International Trade

       US carmakers concerned by Chinese rivals' US foothold

        US identifies Alibaba, BYD as linked to Chinese military

        China's potential "geopolitical win by default"

        Trump administration to roll back metal and aluminum tariffs

        US and Taiwan sign trade agreement

        TSMC's US investment: A $250bn puzzle

        European banking M&A surges to post-2008 high

        UK's "Global Britain" strategy: The India trade pact

        Weak US dollar unlikely to trigger central bank action

        Singapore warns of global "fragility" impacting its economy

        China pushes domestic demand amid global trade uncertainty

Want the full story?

That’s it for our Daily Digest with Sourcing Spotlight

Stay ahead of the curve by following us daily on Instagram at @lois_thesourcingspotlight for fresh updates. Craving deeper insights? Dive into exclusive, in-depth analysis with our premium subscription, just $9.99 a month, and the first month is on us! Get all your most important small business news in one place, helping you navigate information effortlessly with actionable and insightful updates.

Until next time,

Quiet sourcing. Loud impact.

Keep Reading