Retail & ecommerce briefing Trends & Statistics

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Industry KPI data shows higher customer acquisition costs for furniture sector

Industry KPI data shows higher customer acquisition costs for furniture sector

Article
Apr 16, 2025

Furniture retail squeezed by high acquisition costs: Industry KPI data shows the sector at a disadvantage as economic uncertainty and tariffs drive up the cost of winning customers.

Mercado Libre to spend $13.2 billion in 2025 to improve ecommerce infrastructure and boost headcount

Mercado Libre to spend $13.2 billion in 2025 to improve ecommerce infrastructure and boost headcount

Article
Apr 16, 2025

Mercado Libre will grow its headcount by 33% this year to solidify Latin America ecommerce dominance: The company looks to strengthen its business in Brazil, Mexico, and Argentina—its three largest markets.

Albertsons expects profit pressures as it invests in value

Article
Apr 15, 2025

Albertsons struggles to fend off competition from mass merchants and club retailers: The grocer is leaning on promotions, private labels, and its pharmacy business to attract value-focused shoppers.

Anti-US sentiment could deliver a $90 billion hit to US GDP this year

Anti-US sentiment could deliver a $90 billion hit to US GDP this year

Article
Apr 15, 2025

International boycotts of US brands and travel could cost the economy up to $90 billion: Rising anti-American sentiment caused by Trump’s policies is making it harder for companies to operate at home and abroad.

Lowe’s to buy Artisan Design Group to strengthen its position once the housing market thaws

Article
Apr 15, 2025

Lowe’s agreed to buy Artisan Design Group for $1.33 billion: The move should enhance the home improvement retailer’s market position when the housing sector rebounds.

Temu slashes ad spend as US-China trade tensions escalate

Temu slashes ad spend as US-China trade tensions escalate

Article
Apr 15, 2025

Temu pulls its Google Shopping ads: The escalating US-China trade war puts the company’s business model at risk and threatens ad giants like Meta and Google.

JD.com, Alibaba offer support to Chinese manufacturers as US trade war bites

Article
Apr 14, 2025

JD plans $27.9 billion investment in Chinese manufacturers to ease tariff impact: Ecommerce peers Alibaba and Meituan will join to help export-oriented companies attract domestic customers.

LVMH’s disappointing Q1 sets the scene for a difficult year for luxury sales

LVMH’s disappointing Q1 sets the scene for a difficult year for luxury sales

Article
Apr 14, 2025

2025 could be another tough year for luxury companies: LVMH’s rough Q1 reveals considerable challenges as US spending drops.

Price hikes have arrived and consumers are taking notice

Price hikes have arrived and consumers are taking notice

Article
Apr 14, 2025

Companies waste no time hiking prices: The cost of everything from coffee to video game consoles to sexual wellness products is going up, which will prompt shifts in consumer spending habits.

Uncertainty is the new norm, making it hard for businesses and consumers to plan ahead

Uncertainty is the new norm, making it hard for businesses and consumers to plan ahead

Article
Apr 14, 2025

It’s hard to plan around Trump administration policies: One day, smartphones and other electronics are spared from tariffs; the next, the exemption is called temporary.

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Capri’s success hinges on Michael Kors revival

Article
Apr 11, 2025

What’s next for Capri after the Versace sale? The company is looking to offload Jimmy Choo to focus on Michael Kors, but the latter needs a wholesale reinvention to succeed.

Shein’s UK IPO approval shows Europe’s pivot toward China amid trade war

Article
Apr 11, 2025

UK regulators approve Shein IPO in a victory for China: While it may be too late for the fast-fashion retailer, the move could put the UK in China’s good graces and protect it from the worst of the trade war.

TikTok lays off some US ecommerce staff

TikTok lays off some US ecommerce staff

Article
Apr 11, 2025

TikTok is restructuring its governance and experience team: The move affects marketplace safety within TikTok Shop and may be a response to the platform’s underperformance last year.

Value-oriented retailers stand to benefit as costs rise

Value-oriented retailers stand to benefit as costs rise

Article
Apr 11, 2025

Tariffs will have a wide ranging impact on prices, consumer sentiment: Warehouse clubs, off-price retailers, and discount grocers could have an edge in this challenging retail environment.

Constellation Brands slashes its medium-term forecast in the wake of the Trump administration’s Mexico tariffs

Article
Apr 10, 2025

Constellation Brands imports all of its beer from Mexico: That puts the Modelo parent in a challenging position in wake of US tariffs on imported canned beer and empty aluminum cans.

Germany’s economy faces stagnation as tariffs exacerbate existing challenges

Article
Apr 10, 2025

US tariffs could stall Germany’s economy this year: GDP is forecast to grow just 0.1% as the duties on autos and other imports curb companies’ access to an important growth market.

Inflation cools in March, but Amazon and others warn price hikes are coming

Inflation cools in March, but Amazon and others warn price hikes are coming

Article
Apr 10, 2025

Core inflation rose 0.1% MoM in March, the lowest rate in four years: But that relief is likely to be short-lived as Amazon, AutoZone, Best Buy, and others warn of price hikes ahead.

The latest round of de minimis duties will increase ecommerce prices

The latest round of de minimis duties will increase ecommerce prices

Article
Apr 10, 2025

Trump quadruples de minimis duties on Chinese imports as trade war escalates rapidly: The new fees will not only erase Shein’s and Temu’s price advantage, but also hit US businesses hard.

Delta buckles up as tariffs create turbulence for the travel industry

Delta buckles up as tariffs create turbulence for the travel industry

Article
Apr 09, 2025

Delta expects 2025 to be a bumpy ride: Travel demand is cratering as the Trump administration’s policies create chaos and consumers brace for a recession.

Trump escalates trade war with China, presses pause on higher reciprocal tariffs

Trump escalates trade war with China, presses pause on higher reciprocal tariffs

Article
Apr 09, 2025

Trump hikes tariffs on China, pauses higher reciprocal tariffs on others: We expect US retail sales growth to slow due to the broader impact of his trade policies.

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