Consumers pulled back on dining out in Q1: Restaurant Brands faced headwinds but saw an April rebound, while Krispy Kreme is changing course to regain momentum.

Mercado Libre’s retail business is thriving: Advertising revenues rose 50% YoY in Q1, and there’s ample room for growth.

Tapestry dismisses impact of tariffs on FY performance as “immaterial”: The Coach parent projected healthy growth as more Gen Zers and millennials pay full price for its bags.

The US and UK tout a trade agreement—with a few caveats: The proposal would offer the UK some tariff relief while giving US businesses access to a $5 billion market opportunity, but it’s not a done deal.

Amazon Haul expands overseas as de minimis uncertainty clouds domestic prospects: The low-cost marketplace is now available to UK and Saudi Arabian shoppers.

SNAP rollbacks could shrink grocery baskets and curb discretionary spend: With household spending already under strain, further benefit cuts risk triggering a broader pullback in consumer demand.

US sales on Shein and Temu fell sharply following price increases: The decline is an unwelcome sign as both marketplaces fight to stay relevant with shoppers.

ThredUp sees a big opportunity ahead: Steep tariffs on China and the closing of the de minimis loophole will drive up prices for new products, which could be a boon to the resale platform.

Food delivery platforms are in expansion mode: DoorDash, Uber, Instacart, and Wonder are turning to acquisitions and new markets to maintain their momentum.

Ford expects tariffs to take a $1.5 billion bite out of profits: That’s in spite of its sizable US manufacturing base, which bodes ill for its globalized competitors.

Hugo Boss is adjusting to the macro landscape on the fly: The German fashion house is rerouting China-made goods to other markets and stockpiling in the US to blunt the impact of tariffs.

Cyberattacks leave retailers reeling: Hackers are deploying an arsenal of tactics, from social engineering and ransomware to malware, to breach corporate defenses.

US consumers will spend $3.2 billion on flowers this Mother’s Day: While NRF’s forecast is flat YoY, florists face tighter margins as tariffs drive up costs.

The growing trade war could dim America’s birthday and beyond: With flags and fireworks largely produced in China, July Fourth may be quieter—and holiday gifts scarcer.

Toys are among the first cuts when consumers feel squeezed: Coupled with shifting tariff policies, that puts Mattel in a tough spot.

Skechers goes private in challenging time for footwear industry: The $9.4 billion deal will give the company breathing room to navigate punishingly high tariffs.

Trump administration’s student loan crackdown couldn’t come at a worse time: Wage garnishment and loan defaults could reduce annual consumer spending by $63 billion, pressuring the strained US economy.

Consumers—especially Gen Z—are eager to spend on live events: Summer concert ticket sales are at record levels thanks to high-profile stadium tours and the strong appeal of live experiences.

Private label sales growth outpaced national brands last year: Consumers' growing appetite for value is driving grocers to elevate their brands to compete against established names.

Consumers stick with Instacart amid uncertainty: The delivery platform’s orders jumped 14% in Q1 thanks to its Uber partnership and a lower minimum for Instacart+ members.