In brief: The longstanding delivery partnership between e-commerce giant Amazon and the USPS is looking rocky. A flurry of activity at the end of the year continues the paper industry’s “rightsizing” of production capacity and supply. The logistics market is closely watching the proposed merger of the Union Pacific and Norfolk Southern railroads, while a coalition of attorneys general challenges proposed new rules for non-domiciled commercial driver’s licenses. And another major trucking company is shutting down.

As consumers grapple with inflation, tariff uncertainty and a difficult macro-economic environment, they are prioritizing cost over brand loyalty. The overwhelming majority (77%) of consumers are actively changing their purchase behavior in response to price increases, according to EY’s “Future Consumer Index,” which surveyed more than 20,000 consumers across 26 countries. Slightly more than a third (34%) no longer consider brands when making purchasing decisions, with 54% of respondents only buying branded products when they are on sale. The increasing adoption of private label products is reshaping consumer perception, making store brands the preferred alternative to traditional branded options — 67% say private label satisfies their needs just as well as branded products. Thirty percent of respondents say they no longer consider brands at all when making purchasing decisions.

Jimmy Zollo, the co-founder of Joe & Bella, thought India could be a viable alternative for the online retailer’s China-made socks. The company explored moving production there, drawn by lower costs and a perception that the country was politically “safe” from steep taxes enacted by the Trump administration. “Pricing seemed great,” Zollo said. “We actually were probably, in the next few weeks, planning on getting a few prototypes made to see if the quality hit our standard levels.” Then came the tariff news. With little warning, the Trump administration doubled duties on Indian imports to 50%, up from 25%, as part of a push to curtail the country’s purchase of Russian oil. The new rate is scheduled to go into effect on Aug. 27. The higher rate, combined with manufacturing timelines in India that were five times longer than those offered by Joe & Bella’s existing partners in China, quickly erased any potential savings.  The company scrapped its India tests. Although Joe & Bella previously manufactured some goods in Vietnam, the company has now consolidated all manufacturing back to China — for simplicity’s sake, according to Zollo. “Anyone could get hit at any time for any reason,” he said. “Sometimes the safest move is just to stay put.”