The biggest ecommerce disruptors face a reckoning: The closing of the de minimis exemption is forcing Shein, Temu, and TikTok Shop to pivot, but it isn’t clear that shoppers will follow.

Amazon’s earnings follow a familiar pattern: The retailer expects solid sales growth as investments in convenience resonate with shoppers, but profits will be pressured as tariffs take their toll.

Kohl’s fires its CEO for cause: The move leaves the struggling department store without a clear strategic direction at a challenging time for all retailers.

Middle- and low-income consumers pulled back on fast food in Q1: That posed a significant challenge for McDonald’s, which reported its US same-store sales fell 3.6%.

Shoppers’ snack budgets are shrinking due to economic uncertainty: With little relief in sight, Mondelez, Kellanova, and Hershey’s are bracing for impact

Wayfair’s US sales rose 1.6% YoY in Q1: Despite growing macroeconomic headwinds and a frozen housing market, demand remained strong.

Tariffs cast a shadow over consumer spending in Q1: Growth slowed from 4.0% in Q4 to just 1.8% in Q1 as households sharply cut back on goods.

Weakening demand hits QSR same-store sales: Starbucks, Chipotle, and Pizza Hut are among the chains reporting a slowdown as consumers pull back.

Etsy expects to benefit as tariffs hit competitors: A sizable domestic seller base and growing ad business offer protection, but declining consumer and business sentiment could still sting.

Shein considers restructuring to minimize tariff, de minimis impact: But any move to shift production out of China could provoke Beijing’s ire—and derail its long-awaited IPO.

Brands redefine customer acquisition through tech partnerships: Retailers tap nontraditional channels to connect with new audiences in a challenging economy

Amazon insists it won’t display tariff costs on products after White House backlash: Despite political heat, radical transparency may be best for retailers in an uncertain environment.

Consumers are willing to spend on travel—under the right circumstances: Cruises, premium travel, and concert tourism are all seeing healthy demand despite industry headwinds.

ChatGPT's shopping tool threatens retail media revenues: Its product search could siphon ad dollars from retailers struggling with tariffs, higher prices, and weak demand.

Nobody knows what’s ahead: Macroeconomic turmoil and shifting tariff policies make forecasting a guessing game that many consumer brands are opting out of.

Domino’s customers pulled back on delivery to save money: Consumers’ focus on cost is unlikely to ease anytime soon, especially with new tariffs expected to push everyday prices even higher.

DoorDash makes $3.6 billion bid for Deliveroo despite global economic uncertainty: The delivery company hopes to broaden its international reach at a time when consumers are cutting restaurant spend.

Amazon sellers rethink Prime Day participation: With tariffs wreaking havoc on their profits and ability to plan, merchants expect to reduce discounts or skip this year’s sale entirely.

China-based firms look to skirt the tariffs: Some have reached out to Indian exporters to fill orders on their behalf, while others turn to bonded warehouses.

Hispanic consumers curb spending over immigration policy fears: Their discretionary purchases are falling sharply, hurting sales at Walmart and Constellation.