Retail & ecommerce briefing Trends & Statistics

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Reuters: Tariffs have cost companies $34 billion—and counting

Reuters: Tariffs have cost companies $34 billion—and counting

Article
May 30, 2025

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 levels up its assortment ahead of Nintendo Switch 2 launch

Article
May 30, 2025

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 stays wary as tariff back-and-forth sows uncertainty

Best Buy stays wary as tariff back-and-forth sows uncertainty

Article
May 29, 2025

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.

Court rulings won’t end the era of tariff-fueled trade uncertainty

Court rulings won’t end the era of tariff-fueled trade uncertainty

Article
May 29, 2025

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 turns to acquisitions to restore flagging momentum

Article
May 29, 2025

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.

While Kohl’s beat expectations in Q1, its turnaround will take time to reach stable ground

Article
May 29, 2025

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 raises sales outlook even as it expects $50 million tariff hit

Abercrombie & Fitch raises sales outlook even as it expects $50 million tariff hit

Article
May 28, 2025

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 posts sales declines but stays upbeat on brand revival plans

Article
May 28, 2025

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

Common threads emerge among retailers holding firm on Q1 outlooks

Common threads emerge among retailers holding firm on Q1 outlooks

Article
May 28, 2025

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.

Macy’s turnaround complicated by tariff pressure

Macy’s turnaround complicated by tariff pressure

Article
May 28, 2025

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.

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Williams-Sonoma acquires Dormify’s IP to target college-age consumers

Article
May 28, 2025

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 hit by cyberattack as retail sector races rising digital threats

Adidas hit by cyberattack as retail sector races rising digital threats

Article
May 27, 2025

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 focuses on grocery as shoppers prioritize necessities

Article
May 27, 2025

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.

PDD’s profit plunge signals hard times ahead for Temu and Shein

PDD’s profit plunge signals hard times ahead for Temu and Shein

Article
May 27, 2025

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.

Rising prices hit staples like coffee and chocolate—and tariffs are only partly to blame

Article
May 27, 2025

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.

Consumers opt for summer road trips over international getaways as cost concerns rise

Article
May 23, 2025

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

Retailers rush to bring in goods as tariff uncertainty intensifies

Retailers rush to bring in goods as tariff uncertainty intensifies

Article
May 23, 2025

Tariff uncertainty puts retailers in a tough spot: Merchants are rushing to import goods, risking excess inventory, shortages, or mismatches with consumer preferences.

Softer restaurant traffic in April underscores industry challenges

Softer restaurant traffic in April underscores industry challenges

Article
May 23, 2025

Restaurant visits are declining as consumers worry about their finances: Uncertainty is pushing customers to be more discerning about where they spend their food dollars.

Unpredictability defines Trump administration’s trade playbook

Unpredictability defines Trump administration’s trade playbook

Article
May 23, 2025

Uncertainty reigns under Trump’s ever-changing tariff strategy: The threat of a 50% tariff on the EU could drive up the cost of small indulgences like gorgonzola and pricey machinery used in manufacturing.

Advance Auto Parts stands to gain as aging vehicles drive demand for repairs

Article
May 22, 2025

The average vehicle age keeps climbing in the US: Advance Auto Parts is banking on maintenance and repair to help it steer clear of macroeconomic speed bumps.

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