Consumers’ belt tightening was good news for Campbell’s in FYQ3: The consumer packaged goods company benefited from a surge in home cooking, now at its highest rate since the pandemic.

Shifting policies erode consumer spending bit by bit: Looser bank fee rules, weakening appliance and insurance standards, and rising tariffs all combine to strain household budgets.

Consumers are reluctant to curb beauty spending: Many are turning to the category for solace amid uncertainty, or see it as an essential purchase.

Mondelez accuses Aldi of “blatantly” copying packaging for private labels: The snackmaker’s frustration comes as store brands gobble up market share.

Tariffs are slowing retail sales growth: A Reuters analysis found the Trump administration’s trade policies have cost companies more than $34 billion in lost sales and higher costs, and that toll keeps rising.

Target powers up for Nintendo Switch 2: The retailer is making a big in-store push with an expanded assortment of themed products.

Best Buy will stick to its tariff playbook despite court rulings: The retailer is doing its best to ignore the noise and focus on how best to serve its customers.

The era of tariff-driven trade uncertainty is far from over: A flurry of legal decisions have thrown the administration’s trade policies into limbo, even as many duties remain firmly in place.

E.l.f. Beauty strikes $1 billion deal to acquire Hailey Bieber’s Rhode: The move could reignite slowing growth and boost its appeal to Gen Z and more affluent shoppers.

Kohl’s beat Q1 expectations, but challenges remain: The struggling retailer is focused on improving its assortment, establishing value and quality leadership, and offering a seamless customer experience.

Abercrombie & Fitch opts not to stock up on inventory despite tariff risks: The retailer is staying lean in order to chase trends and maximize full-price sales.

Capri eyes recovery with Michael Kors and Jimmy Choo: Quarterly revenue decline is smaller than expected, but challenges could complicate rebound efforts.

What retailers reaffirming 2025 guidance have in common: Dick’s, Walmart, and Home Depot are cutting supplier costs, diversifying supply chains, and raising prices strategically amid ongoing uncertainty.

Tariffs overshadow Macy’s turnaround progress: Sales fell less than expected on strength at Bloomingdale’s and Bluemercury, but pressures on discretionary spending could add to department store headwinds.

Williams-Sonoma buys Dormify’s IP: The move aims to help the housewares retailer capture a larger share of the college-age consumer market.

Adidas is the latest retailer to fall victim to a cyberattack: Data breaches are always costly and disruptive, but they’re especially damaging in the current climate.

Amazon breaks its silence on grocery business: CEO Andy Jassy is “very bullish” about retailer’s prospects as more customers stock up on everyday essentials.

Temu parent PDD’s profits fell 47% in Q1 as global and domestic challenges pile up: The company’s operating model is ill-equipped for today’s protectionist trade policies.

Adverse weather and poor crops have driven up staple costs: Coffee is up 58% over the past three years, and cocoa soared 316%—with tariffs further compounding price pressures.

The summer travel season will look very different this year: More trips are planned, but vacations will be shorter and cheaper.