Good morning. Retail numbers on both sides of the Atlantic came in stronger than forecast this month, ecommerce continues to pull share from physical stores, and fresh tariffs plus a widening skills gap are reshaping how retailers and manufacturers plan their sourcing. Here is what you need to know today across retail, ecommerce, supply chain and sourcing in the UK and USA.

Today's Headlines

Retail Industry

  • US retail sales rise 0.2% in June as gas station spending falls

  • UK retail sales jump 1.0% in June, beating forecasts

Ecommerce and Digital Retail

  • Amazon Business hits $60 billion in annualized gross sales

  • UK online retail sales surge 14.4% year over year in June

Supply Chain and Logistics

  • US containerized imports hold steady near 2.4 million TEUs in June

  • Logistics UK warns of driver skills gap despite easing shortages

Sourcing and Manufacturing

  • New US tariffs take effect on imports from 60 trading partners

  • UK manufacturing orders fall at fastest pace in six years, CBI says

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