Uniqlo delivered double-digit growth at the end of 2025, outpacing Primark, as shoppers opted for quality over rock-bottom prices.

Shein’s US sales fell 8% YoY in September, marking its second-worst month in three years and underscoring the impact of the Trump administration’s decision to end the de minimis trade loophole for Chinese shipments. The policy shift, which ended tariff-free imports under $800, stripped away a key cost advantage that had powered Shein’s $18 billion in sales last year. In response, the retailer has raised prices, refocused on Europe, and launched its Xcelerator program to attract brands. The company’s future now depends on evolving beyond its low-cost model as trade rules tighten.

The news: Klarna partnered with Poshmark so US buyers can resell Klarna purchases on Poshmark through the Klarna app. Our take: Gen Zers have a hunger for low-cost fashion. As fast fashion brands face mounting tariff pressures, Gen Zers may turn toward resale marketplaces to some from someone else’s closet—and use sales from their own closet to fund that shopping.

The US-China trade war drives Shein to diversify its sourcing: Shein and Reliance Retail plan to start international sales of India-made Shein-branded clothes within six to 12 months.

Shein and Temu pull back US digital ad spending, shift to Europe: The change shows how geopolitical tensions trickle down to business operations.

Forever 21’s long-shot plan to emerge from bankruptcy involves copying Shein: The fast-fashion retailer plans to adopt an ecommerce-only model if it fails to find a buyer to manage its stores.

Inditex points to slower growth at start of the year: But Zara’s parent company remains confident about its ability to thrive in an uncertain environment.

Chinese retailers continue to see the US as an expansion opportunity: But they face higher barriers to entry, including the need for a fully diversified supply chain.

Shein is in trouble: The fast-fashion marketplace’s profits fell nearly 40% in 2024, even without the impact of de minimis changes and higher US tariffs.

TikTok Shop’s sales soared 153% in January: The video app’s social commerce arm is eating into Shein’s market share, adding to the hurdles facing the fast fashion company.

Shein’s IPO delayed due to supply-chain concerns: The UK’s financial regulator is probing the retailer’s labor practices amid pushback.

GenAI and social are set to heavily influence the UK commerce and advertising landscape in 2025, while thrifty consumer behaviors persist and video viewing shifts to mostly digital.

Mango replaces some human models with genAI: The retailer is bullish on the technology’s ability to speed up content creation and reduce costs, despite some skepticism from consumers

It's the ecommerce giant’s first credit card but likely not the last as it competes with Amazon and other ecommerce sites

Competition from Temu caused Shein’s revenue growth to slow in H1 2024: The fast-fashion retailer faces a challenging path ahead as regulatory scrutiny and a highly competitive environment threaten its IPO chances.

Shein’s UK revenues soar while the wait for IPO drags on: The fast-fashion retailer’s success has come at the expense of companies like Boohoo and Asos.

American Eagle sues Amazon for trademark infringement in fight against product dupes, knockoffs: The retailer accused the ecommerce giant of unauthorized use of its “Aerie” trademarks, which it said helped drive traffic and sales on the marketplace at American Eagle’s expense.

Inditex bounces back after a rainy summer dented sales growth: The Zara parent reported a strong start to Q3 as shoppers responded positively to its product assortment.

Since its launch in September 2023, over 11% of US households have purchased items via TikTok Shop, according to data from a recent Earnest Analytics’ report, which analyzed credit card transaction data to learn more about TikTok Shop users.

Don’t let the myths get you down, social shopping is alive and well. Gen Z is full of contradictions. And “TikTok-famous” is becoming synonymous with Hollywood famous. Here are three key takeaways from Shoptalk 2024.