Consumers are continuing to spend so far this year despite ongoing financial pressures. New data from Circana shows that total U.S. retail sales revenue, across discretionary general merchandise, retail food and beverage, and non-edible consumer packaged goods, is up 2% year over year for the first 10 weeks of 2026. Circana noted that the data shows consumers are changing their behaviors instead of cutting back spending all together.

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.

Amazon.com announced it reached a new agreement with the U.S. Postal Service on package deliveries, and sources ​said the cash-strapped mail system would retain about 80% of its ‌existing deliveries from its biggest customer. That 20% cut is a dramatically better outcome for the postal agency than the two-thirds or larger reduction that Reuters reported last month Amazon had threatened. USPS has a roughly $80 billion budget, and Amazon represented $6 billion in annual revenue to the agency, according to two people familiar with the business arrangement. "We're pleased to have ​reached a new agreement with USPS that furthers our longstanding partnership and will ​let us continue supporting our customers and communities together," Amazon said in a statement.