Daily intel for cross-border sellers — products, policy, platforms, and the moves that work.
Gross margin +540bps to 57.4%. Duluth Holdings reported Q1 FY27 (quarter ended May 3, 2026) on June 8: net income improved by $5.2M YoY, adjusted EBITDA rose $6.4M YoY, and gross margin expanded 540 basis points to 57.4% (Duluth Holdings 8-K, June 8). Management credited inventor…
Shein opened its third UK warehouse near Birmingham (Cannock), and both platforms have begun tagging eligible listings "EU warehouse" — orders are fulfilled from EU stock rather than direct-from-China parcels (Business of Fashion; secondary report via news.inbox.eu ). The pivot i…
Walmart launched Walmart+ in Canada on June 4, the membership program's first market outside the US, at C$8.97/month or C$89/year — bundling unlimited same-day delivery, free shipping with no minimum, and a Crave streaming subscription. Existing Delivery Pass members migrate auto…
Mammoth Brands — parent of Harry's, Lume, Flamingo, Cat Person, and recently-acquired Coterie — generated $835M revenue and ~$100M adjusted EBITDA in 2024. A Bloomberg report flags possible H2 2026 IPO with four banks engaged; co-founder Andy Katz-Mayfield deflected on timing but…
Lululemon reported Q1 fiscal 2026 on June 4: revenue $2.47B (+4% YoY) beat consensus, but diluted EPS fell to $1.69 from $2.60 YoY. Gross margin contracted 410 bps to 54.2%, with ~280 bps from tariffs alone. FY26 revenue guide cut from $11.35–11.5B to $11.0–11.15B (-1% to flat);…
