Welcome to another addition of Rethink Roundup.

Your weekly brief to help retail leaders decode the biggest news in retail, AI, and commerce—and understand what those developments mean in practice.

In this week's episode, VP of Editorial & Insights Jeremy Goldman joins Zak Stambor (EMARKETER) and Richard Kestenbaum (Triangle Capital LLC) to highlight how retail giants are shifting from reaction to restructuring when facing market disruptions like tariffs and inflation.

These titans are completely changing how they manage inventory, set prices, and run seasonal campaigns to build a permanent competitive advantage.

INSIDE THIS WEEK'S EPISODE:

The Tariffs Front-Loading Surge:

Instead of waiting to see how trade policies play out, retailers are treating tariffs as a permanent, predictable business expense. They are aggressively front-loading their inventory, accepting high storage costs today to guarantee their shelves aren't empty tomorrow.

- U.S. ports are expected to handle a record 2.47 million import containers in July as retailers rush to get goods in before expected August tariff updates.

WALMART'S OFFENSIVE PRICE WAR:

The retail giant isn't just lowering prices to help shoppers fight inflation, it is using price cuts defensively and offensively. By slashing margins on highly visible everyday staples (like meat, produce, and soda), they are squeezing out smaller competitors who simply cannot afford to match those discounts.

THE JULY BACK-TO-SCHOOL SHIFT:

The traditional late-August rush is officially a thing of the past. Amazon Prime Day has permanently pushed the shopping calendar up into July, while shoppers are increasingly using AI discovery tools to map out what to buy weeks before they ever visit a physical store or checkout screen.

- 17% of shoppers had already finished most of their back-to-school buying by early July, per CivicScience.

Listen above for the full conversation on the trends making us rethink retail this week.