At US’ biggest retail show, the China question never really goes away

South China Morning PostCenter-RightEN 2 min read 100% complete by Mark MagnierJanuary 23, 2026 at 05:00 PM

AI Summary

short article 2 min

The National Retail Federation's annual retail show, held in New York in 2026, brought together 42,000 attendees to discuss the state of the industry. A key topic was the impact of tariffs on Chinese goods, with many expressing optimism that the worst of the turmoil was over. Businesses have adapted their supply chains to mitigate tariff effects, reducing apprehension compared to the previous year. The focus has shifted to the American consumer, whose spending habits continue to drive the US economy, which relies on household consumption for two-thirds of its $31 trillion value. The event showcased new technologies and strategies for retailers navigating the evolving economic landscape.

Key Entities & Roles

Key Player Opposition Context

Best Buy 50% Target 50% Ken Pilot 50% TP Industries 60% Walmart 60% Infios 60% Costco 60% John Martin 70% Teagan Pollard 70% National Retail Federation (NRF) ×280% United States 90% China ×290%

Keywords

retail 90% tariffs 80% china 70% supply chains 70% consumer spending 60% national retail federation 50% nrf 50% economy 50% trade 40%

Sentiment Analysis

Positive

Score: 0.30

Source Transparency

Source

South China Morning Post

Political Lean

Center-Right (0.50)

Far LeftCenterFar Right

Classification Confidence

90%

This article was automatically classified using rule-based analysis. The political bias score ranges from -1 (far left) to +1 (far right).

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retail tariffs china supply chains consumer spending national retail federation nrf economy trade

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