#205 Freight Is Down, Tariffs Shifted, TikTok Shop Is Exploding. Here’s What Matters | Friday Week in Review

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What matters for e-commerce going into 2026? Freight rates are dropping, tariffs just changed again, TikTok Shop is exploding, Amazon rolled out new updates, and factories in Asia are reporting eight straight months of contraction.

In today’s Week in Review, you’ll learn what’s happening in global supply chains, how AI is reshaping buying behavior, what Amazon’s newest changes mean for sellers, and why 2026 is shaping up to be a major reset year for U.S. brands.

 

In This Episode, We Cover:

✅ Freight updates and the rare moment of calm in global shipping

✅ The new tariff reduction on China imports and what it means for margins

✅ Why Asia’s eight months of contracting orders signal big changes for 2026

✅ How to secure production windows before the Chinese New Year hits

✅ Amazon is turning Black Friday into a 12-day event

✅ Sponsored product videos officially launching

✅ How Google’s AI Overviews are affecting shopping keyword rankings

✅ The collision of AI and margins and why speed is the new moat

 

📍 Chapters

01:02 Freight Update: Rates sliding again

01:58 Asia’s eight months of contracting orders

02:56 Why you need to lock in production windows now

03:11 Amazon turns Black Friday into a 12-day event

03:30 Amazon’s AI bot auto-purchasing products

04:00 China cracks down on cross-border tax dodgers

06:28 Sponsored product videos now available

07:36 Walmart CEO steps down + Walmart partners with Voltage

08:12 Multi-channel shipping from Amazon inventory

08:38 Google AI Overviews affecting search

08:52 Platforms, fees, and AI’s effect on discovery

09:35 The collision of AI and margins

 

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