Retail & ecommerce briefing Trends & Statistics

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Nike returns to Amazon as tariff impact starts to hit

Nike returns to Amazon as tariff impact starts to hit

Article
May 22, 2025

Nike resumes selling on Amazon as tariffs threaten its turnaround: The brand is betting that an expanded retail presence will soften the blow of higher prices.

Ralph Lauren, Canada Goose plan price hikes amid uncertain environment for luxury

Article
May 22, 2025

Ralph Lauren and Canada Goose defied luxury slowdown in Q1: But tariffs and uncertainty could reverse that momentum.

EU eyes €2 fee on small shipments, posing a new hurdle for Shein and Temu

EU eyes €2 fee on small shipments, posing a new hurdle for Shein and Temu

Article
May 21, 2025

The EU proposed a fee on small shipments: The new tax would add to the growing challenges facing Shein and Temu.

Lowe’s tops profit forecasts amid near-term uncertainty and market pressure

Article
May 21, 2025

Lowe’s expects to push past stiff headwinds this year: The retailer maintained its guidance of flat to 1% YoY comparable sales growth despite a stagnant housing market and macro uncertainty.

TJX stays upbeat as tariffs create opportunity

Article
May 21, 2025

TJX shrugs off tariff impact as consumers choose value: The retailer expects economic volatility to create more opportunities to gain share.

Target cuts outlook as DEI blowback complicates tariff mitigation efforts

Target cuts outlook as DEI blowback complicates tariff mitigation efforts

Article
May 21, 2025

Target’s disappointing Q1 sets the stage for a difficult year: Softer discretionary spending and backlash against its DEI rollback are challenging the retailer’s ability to manage tariffs.

Amazon's new inventory limits hinder sellers' efforts to avoid tariffs

Article
May 20, 2025

Amazon discourages sellers from stockpiling goods with capacity limits: The strategy aims to prevent overload at its fulfillment centers, but it complicates merchants’ tariff mitigation abilities.

Google’s new AI Mode aims to reshape the shopping experience from discovery to purchase

Google’s new AI Mode aims to reshape the shopping experience from discovery to purchase

Article
May 20, 2025

Google has entered the AI shopping arena: The company’s AI Mode experience aims to assist consumers throughout every step of the shopping experience—from finding inspiration to buying at the right moment.

Home Depot’s supply chain diversification strategy should help it sidestep price increases

Home Depot’s supply chain diversification strategy should help it sidestep price increases

Article
May 20, 2025

Despite tough conditions, Home Depot is keeping its head above water: The company beat revenue expectations, came close on earnings, and isn’t flinching on its full-year outlook—or its prices.

Levi Strauss to sell Dockers to Authentic Brands

Article
May 20, 2025

Levi Strauss sharpens its focus: The company agreed to sell Dockers to Authentic Brands as it looks to grow its D2C sales and expand its international presence.

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Target tries to differentiate its paid membership program as shoppers demand value

Target tries to differentiate its paid membership program as shoppers demand value

Article
May 20, 2025

Target drops same-day delivery markups for Circle 360 members across Shipt network: The move, covering orders from over 100 partner retailers, aims to boost the program’s appeal.

China’s economy felt the heat from tariffs in April

China’s economy felt the heat from tariffs in April

Article
May 19, 2025

China’s economy felt some effects of Trump’s tariffs in April: Weakening retail sales and factory output show the dangers of a drawn-out trade war.

Retailers pull Memorial Day sales forward

Article
May 19, 2025

Memorial Day sales are live at Amazon, Best Buy, Home Depot, and more: As consumers cut discretionary spending, retailers aim to boost sales through holiday-driven promotions.

Rising cost pressures on low-income consumers could erode retail sales

Rising cost pressures on low-income consumers could erode retail sales

Article
May 19, 2025

Low-income consumers feel squeezed: With prices rising and the GOP tax bill set to reduce their after-tax income, relief may not come soon.

The EU tries to quantify tariff impact, but uncertainty clouds outlook

The EU tries to quantify tariff impact, but uncertainty clouds outlook

Article
May 19, 2025

The EU expects tariffs to weigh on growth this year and next: The bloc downgraded its GDP expectations due to levels of uncertainty “not seen since the darkest moments” of the pandemic.

UK-US Trade Deal 2025: How Targeted Tariff Cuts Could Reshape Opportunities for UK Consumers, Retailers, and Brands

Article
May 19, 2025

US-UK trade deal eases barriers across key sectors: Our FAQ explains how the pact may benefit exporters and affect economic growth.

Alibaba and JD.com go on the offensive

Alibaba and JD.com go on the offensive

Article
May 16, 2025

Alibaba and JD.com embark on ambitious expansions despite challenging conditions: Both are making expensive delivery investments that could worsen China’s price wars.

As agentic AI gains steam, retailers need to consider how the technology could reshape the path to purchase

As agentic AI gains steam, retailers need to consider how the technology could reshape the path to purchase

Article
May 16, 2025

Agentic AI gains momentum: As Amazon, Walmart, eBay and others experiment with AI agents, retailers need to to figure out how to market to bots in addition to humans.

David’s Bridal opens higher-end boutique to appeal to Gen Zers

Article
May 16, 2025

David’s Bridal goes upscale: The retailer launched a higher-end boutique called Diamonds & Pearls that offers a more intimate, elevated experience.

TikTok Shop faces headwinds as tariffs hurt buyer, seller sentiment

TikTok Shop faces headwinds as tariffs hurt buyer, seller sentiment

Article
May 16, 2025

Discounts are a primary motivator for TikTok Shop purchases: But that tactic may not be sustainable for sellers reeling from the impact of China tariffs.

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