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De minimis elimination strains Lululemon’s fulfillment model

This story was originally published on Supply Chain Dive. To receive daily news and insights, subscribe to our free daily Supply Chain Dive newsletter. Dive Brief: The de minimis exemption's end and higher tariffs "played a large part" in Lululemon reducing its revenue and earnings expectations for 2025, CEO Calvin McDonald said on the retailer's Sept. 4 earnings call. The retailer is taking various steps to limit the financial impact of trade upheaval, including negotiating lower vendor rates and inc ...