Retail sales rose 5.2% YoY in April: But the gains mask a tough climate as consumers pulled forward purchases of tariff-sensitive items like home goods.

Dick’s Sporting Goods is buying Foot Locker: The deal will significantly boost the big box retailer’s market share and bargaining power—though it carries significant risk.

Shein, Temu take advantage of tariff reprieve: Shein is raising prices while Temu resumes China shipments, as both retailers try to undo a sales slump.

Walmart will raise prices soon to offset “too high” tariffs: Even with the reduction in China duties, the cost is too much for the retailer and its suppliers to absorb.

Drunk Elephant’s sales plunge as Gen Alpha appeal dims: The brand’s reliance on the fickle audience has damaged its standing with older consumers.

The effects of new tariffs are starting to hit home: Retailers that rely on discretionary spending are struggling, signaling rising anxiety among businesses and consumers—and likely slower growth ahead.

Burberry will cut 20% of global workforce as sales slump continues: The company’s ill-timed brand elevation push puts it in a difficult position to weather luxury headwinds.

US immigration policy fuels hospitality and retail concerns: Deportations exacerbate hospitality labor shortages as consumer-goods makers cite softer sales.

Urban Outfitters teams up with Nike for “On Rotation”: The Gen Z-focused in-store experience features an assortment of Nike apparel and footwear curated for UO’s audience.

Inflation waned in April: But early signs of cost increases are emerging.

On Running leans into premiumization to offset tariff impact: The company plans to raise prices as enthusiasm for its expensive sneakers remains high.

The US could be the only country to experience a drop in foreign travel spending this year: Tariffs, uncertain travel policies, and a boycott by Canadian and Mexican travelers may cost the economy $12.5 billion.

The Trump administration is stepping back from the brink: After trimming China tariffs to 30% for 90 days, it reduced duties on low-value parcels from China to a still-high 54%.

Carvana, CarMax expect price advantage as auto tariffs take effect: But softer demand coupled with automakers’ efforts to keep new car pricing steady could blunt their edge.

China’s deflation problem reveals flaws in its trade war strategy: Beijing’s bid to offset tariffs with domestic consumption are hampered by consumers’ reluctance to spend.

Tariffs are a heavy burden for foreign automakers: Toyota, Nissan, and Mazda are among the companies that stand to be hit hard by punishing US auto duties.

Luxury brands rethink China approach as downturn drags on: Labels like Versace, Valentino, and Balenciaga are dialing back discounts, telegraphing exclusivity to wealthy shoppers.

Peloton balances expanding retail presence without busting budget: The company will build more “micro-store” kiosks as it pushes to meet consumers where they are.

The cost of everything from Pandora jewelry to Adidas sneakers is rising: The trend is poised to accelerate as tariff-hit goods arrive at US ports—and shoppers have taken note.

Starbucks’ dominance is under threat as Dutch Bros’ growth surges: The coffee giant is struggling to stem a sales slump as the latter’s colorful drinks and service win it more customers.