Morning Brew Daily

Postal Services Stop US Shipping & Keurig Dr Pepper Spends $18B on Coffee

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Aug 26, 2025
Discover the implications of ending the De Minimis trade loophole and how it could reshape US shipping. Dive into the drama of Elon Musk suing Apple and OpenAI while Keurig Dr Pepper makes waves by investing $18 billion in coffee. Explore why dining rooms are disappearing from homes and the latest market shifts in the food industry. Plus, hear about the surge in trading card sales and how they're becoming an emerging investment asset. Weaving together humor and insight, this conversation spans tech, dining trends, and more!
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INSIGHT

Presidential Push Threatens Fed Independence

  • Trump's attempt to remove Fed Governor Lisa Cook challenges long-standing central bank independence and risks politicizing monetary policy.
  • Neil Freeman warns that replacing Fed officials for political reasons could push rates lower short-term and spike inflation later.
INSIGHT

Small Packages Face Big New Costs

  • Ending the de minimis exemption will subject most packages under $800 to duties and disrupt global small-package flows.
  • Toby Howell notes this will hollow out niche sellers and act like a regressive tax on lower-income U.S. shoppers.
ADVICE

Plan For Tariff Workarounds Or Build U.S. Fulfillment

  • Expect sellers to seek workarounds like mislabeling or local fulfillment to avoid new tariffs.
  • Businesses should consider U.S. fulfillment or build duty calculation into checkout to keep U.S. customers.
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