JD plans $27.9 billion investment in Chinese manufacturers to ease tariff impact: Ecommerce peers Alibaba and Meituan will join to help export-oriented companies attract domestic customers.

2025 could be another tough year for luxury companies: LVMH’s rough Q1 reveals considerable challenges as US spending drops.

Companies waste no time hiking prices: The cost of everything from coffee to video game consoles to sexual wellness products is going up, which will prompt shifts in consumer spending habits.

It’s hard to plan around Trump administration policies: One day, smartphones and other electronics are spared from tariffs; the next, the exemption is called temporary.

What’s next for Capri after the Versace sale? The company is looking to offload Jimmy Choo to focus on Michael Kors, but the latter needs a wholesale reinvention to succeed.

UK regulators approve Shein IPO in a victory for China: While it may be too late for the fast-fashion retailer, the move could put the UK in China’s good graces and protect it from the worst of the trade war.

TikTok is restructuring its governance and experience team: The move affects marketplace safety within TikTok Shop and may be a response to the platform’s underperformance last year.

Tariffs will have a wide ranging impact on prices, consumer sentiment: Warehouse clubs, off-price retailers, and discount grocers could have an edge in this challenging retail environment.

Constellation Brands imports all of its beer from Mexico: That puts the Modelo parent in a challenging position in wake of US tariffs on imported canned beer and empty aluminum cans.

US tariffs could stall Germany’s economy this year: GDP is forecast to grow just 0.1% as the duties on autos and other imports curb companies’ access to an important growth market.

Core inflation rose 0.1% MoM in March, the lowest rate in four years: But that relief is likely to be short-lived as Amazon, AutoZone, Best Buy, and others warn of price hikes ahead.

Trump quadruples de minimis duties on Chinese imports as trade war escalates rapidly: The new fees will not only erase Shein’s and Temu’s price advantage, but also hit US businesses hard.

Delta expects 2025 to be a bumpy ride: Travel demand is cratering as the Trump administration’s policies create chaos and consumers brace for a recession.

Trump hikes tariffs on China, pauses higher reciprocal tariffs on others: We expect US retail sales growth to slow due to the broader impact of his trade policies.

Walmart is upbeat despite tariff turmoil: The retailer expects to take share as shoppers grow more value-conscious.

China turns to stimulus, charm offensive to blunt Trump’s tariffs: But US duties of 104% could deal a severe blow to an economy struggling with depressed consumer and business confidence.

Tariff escalation reshapes Latin America trade: New duties disrupt retail margins, inventory flows, and regional growth forecasts.

Levi Strauss excludes tariff impact from forecast: The uncertainty and upheaval from the latest duties are making it impossible for the retailer to nail down a mitigation strategy.

Consumers are eating at home more often: Cooking is on the rise as shoppers look to save.

Bringing manufacturing back to the US is easier said than done: Tariff uncertainty makes it hard for companies to take on large-scale projects.