Best Buy faces stiff headwinds: The consumer electronics giant warned of higher prices due to President Trump’s new tariffs, which will likely crimp demand.
Nordstrom ended the year on a high note: The retailer’s banner comparable sales rose 5.3% YoY in Q4, and off-price Rack’s comps increased 3.5%.
On Running’s marathon win streak continues in Q4: The buzzy running brand reported record profits and a 36% YoY jump in sales, with some help from Roger Federer and Zendaya.
Target looks to add $15 billion in sales by 2030: However, 2025 is shaping up to be a tough year, as tariffs dampen discretionary demand and shoppers push back against its DEI policies.
Amazon plots Haul expansion in spite of de minimis crackdown: The retailer plans to launch its low-cost marketplace in Europe and Mexico.
Canadian consumers boycott American products as tariff threat looms: Anti-US sentiment is pushing consumers to buy local—a trend likely to continue in countries targeted by Trump’s tariffs.
Brand strength bubbles up: Even as inflation squeezes budgets, many consumers are not trading down from name-brand sodas.
Prada nears €1.5 billion deal to acquire Versace: The move would give the luxury company broader appeal as spending cools.
Over half of Gen Zers discover products primarily on TikTok and Instagram: Google’s relevance is fading as social search takes over.
Old is the new new: Across food and fashion retail, brands lean on nostalgic goods and practices to win over shoppers as inflation worries rise.
Neiman Marcus is the latest department store to shutter a prominent flagship location: The closure highlights legacy retailers’ struggles to adapt to the shifting retail environment.
Chinese retailers continue to see the US as an expansion opportunity: But they face higher barriers to entry, including the need for a fully diversified supply chain.
US consumer spending was resilient in 2024, but confidence is fading: Tariffs, layoffs, and inflation fears threaten to slow momentum as economic uncertainty looms.
Google’s latest move disrupted product review sites: That change challenged retailers reliant on those sites’ affiliate traffic.
Walmart looks to make it easier for advertisers to buy its display ads: Walmart Connect’s new API should help it attract more ad dollars from smaller brands and marketplace sellers.
Warby Parker joins forces with Target: The D2C eyewear brand will open five shop-in-shops as it doubles down on physical retail.
Instacart projects healthy order growth thanks to Uber partnership, affordability initiatives: But profitability is under pressure as ad growth slows and basket sizes shrink.
The housing market may not improve this year: That’s forcing Lowe’s and Home Depot to push a lot of buttons to find paths to growth.
McDonald’s zigs when others zag: Rather than follow the lead of Denny's and Waffle House in adding an egg surcharge, the fast food giant is slashing the price of its Egg McMuffin.
The challenging retail environment is fuel for TJX: The off-price retailer sees greater opportunities to attract shoppers amid tariff threats and declining consumer confidence.
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