Bigger picture - ain't so rosy | Selling

cottagewoman · 2025-09-05T13:40:03.712000Z

Just a few notes gathered from the larger forces at play -Lululemon self-fulfills 66% of their e-commerce orders and the end of de minimis means they'll take a 240 million USD hit to their bottom line. All sectors big and small are taking a hit due to the end of de minimis. Of course Lululemon can move their fulfillment state side and only pay tariffs on wholesale cost, but given their own numbers this isn't a cheap fix!In the dismal job reports issued today (net loss of 66,000) in Canada, 44,000 of those losses were self employed workers. The shed is starting. Not saying all attributed to de minimis, but it can't help.

Discussions

Bigger picture - ain't so rosy | Selling | eBay Canada EN