Ralph Lauren and Canada Goose defied luxury slowdown in Q1: But tariffs and uncertainty could reverse that momentum.
Clucking strong in a soft market: Chicken-focused restaurants are drawing more visits than other fast-casual chains with a winning formula of value, variety, and innovation.
Nike resumes selling on Amazon as tariffs threaten its turnaround: The brand is betting that an expanded retail presence will soften the blow of higher prices.
On today’s podcast episode, we discuss how tariffs are impacting the circular economy, if these trends will stick around, and which companies stand to benefit. Listen to the conversation with our Senior Analyst Sara Lebow as she hosts Senior Analyst Sky Canaves and Analyst Rachel Wolff.
David’s Bridal goes upscale: The retailer launched a higher-end boutique called Diamonds & Pearls that offers a more intimate, elevated experience.
Dick’s Sporting Goods is buying Foot Locker: The deal will significantly boost the big box retailer’s market share and bargaining power—though it carries significant risk.
Burberry will cut 20% of global workforce as sales slump continues: The company’s ill-timed brand elevation push puts it in a difficult position to weather luxury headwinds.
US immigration policy fuels hospitality and retail concerns: Deportations exacerbate hospitality labor shortages as consumer-goods makers cite softer sales.
Urban Outfitters teams up with Nike for “On Rotation”: The Gen Z-focused in-store experience features an assortment of Nike apparel and footwear curated for UO’s audience.
On Running leans into premiumization to offset tariff impact: The company plans to raise prices as enthusiasm for its expensive sneakers remains high.
The cost of everything from Pandora jewelry to Adidas sneakers is rising: The trend is poised to accelerate as tariff-hit goods arrive at US ports—and shoppers have taken note.
Luxury brands rethink China approach as downturn drags on: Labels like Versace, Valentino, and Balenciaga are dialing back discounts, telegraphing exclusivity to wealthy shoppers.
Skechers goes private in challenging time for footwear industry: The $9.4 billion deal will give the company breathing room to navigate punishingly high tariffs.
Toys are among the first cuts when consumers feel squeezed: Coupled with shifting tariff policies, that puts Mattel in a tough spot.
New tariffs will create ripple effects across retail—and returns will be no exception. With US retail returns predicted to exceed $1 trillion this year, according to a December 2024 EMARKETER forecast, the pressure is on retailers to adapt.
Nobody knows what’s ahead: Macroeconomic turmoil and shifting tariff policies make forecasting a guessing game that many consumer brands are opting out of.
President Donald Trump’s shifting stance on tariffs has created a volatile environment for both consumers and retailers. With some Chinese goods facing tariffs as high as 245% and a blanket 10% on most imports, the market is seeing rapid shifts in consumer behavior, supply chains, and strategic planning.
Gucci sales slid 25% in Q1: The brand’s struggles put parent company Kering in a tough spot as it attempts to navigate a slowdown in luxury goods spending.
“Made in USA” is front and center for new Men’s Wearhouse collection: Tariffs are sharpening consumers’ focus on sourcing—and the menswear and rental products retailer leans in.
On today’s podcast episode, we discuss how department stores are getting on, how they’re evolving, and what the contemporary department store needs to do to stick around. Listen to the conversation with our Senior Analyst Sara Lebow as she hosts Vice President of Content Suzy Davidkhanian and Senior Analyst Carina Perkins.