Delta SkyMiles members can now earn points on Uber and Uber Eats: The tie-up aims to cement loyalty at a time when consumers are increasingly price-sensitive.

Kimberly-Clark forecasts $300 million hit from tariffs: But the company will not pass the cost onto consumers as it looks to maintain volume growth in a difficult environment.

Tariffs will hurt US economic growth this year: The IMF expects growth of just 1.8%, as the trade war and rampant uncertainty chill consumer and business 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.

Inflation causes Gen Z shoppers to rethink when and where they shop: Growing financial strain is forcing shoppers to adjust their spending habits.

Barnes & Noble is expanding its footprint: Riding a wave of strong sales—and buoyed by the #BookTok phenomenon—the bookseller expects to open more than 60 new stores this year.

JD.com challenges Meituan’s food delivery dominance: The Chinese ecommerce giant will hire 100,000 workers to help break the latter’s hold on the industry.

Walmart announces lengthy beauty sale as it looks to protect its advantage: The retailer is expanding its assortment and refining the in-store experience to appeal to a wider variety of shoppers.

Smaller sales can produce big results: Once again, Amazon is using category-specific sales events to drive increasingly cautious consumers to spend.

Global gains power L’Oréal past expectations as US market cools: CEO Nicolas Hieronimus flagged slowing beauty demand and US retailer constraints but noted the brand is well positioned to handle tariff-driven disruptions.

Brands keep quiet on sustainability this Earth Month: Green initiatives among retailers are few and far between due to anti-ESG campaigns and tariff concerns.

The Trump administration injects more uncertainty into supply chains with new ship fees: While less stringent than initially proposed, the levies will raise costs and complicate operations.

There’s little relief in store for the housing industry: Housing starts plunged in March, while the country’s largest homebuilder warned of weak demand.

Michaels looks to attract Party City and Joann’s shoppers: The crafts retailer expands its selection of party supplies and balloons, while also enhancing its in-store events.

Target’s foot traffic has declined for 10 straight weeks: The drop followed its decision to step back from DEI efforts, a topic the CEO discussed with activist Al Sharpton.

Tariffs imperil beauty industry just as post-pandemic boom slows: Costs are expected to spike as duties hit key imports, leaving brands scrambling to maintain sales without alienating price-conscious buyers.

Retail leasing demand hit a post-pandemic low in Q1: Retailers and landlords alike have been hesitant to lease or purchase property for new store builds amid continued macroeconomic uncertainty.

California sues to stop tariffs as legal challenges pile up: The state is arguing that Trump lacks the authority to implement the duties, which will cause significant harm to its economy.

Consumer spending surged in March: But the rapid decline in consumer sentiment and likely surge in inflation is sure to slow that momentum in the coming months.

Retail sales in China in March grew 5.9%: Government subsidies drove the fastest growth since December 2023, but the escalating US‑China trade war is likely to curb spending in the months ahead.