Chinese ecommerce platforms seek new paths for growth: Temu expands into South Korea amid challenges in Western markets.

47% of restaurant operators plan to add discounts, deals or value promotions this year: But McDonald’s disappointing results highlight the challenges of that strategy.

Hurricane-force headwinds force Shein to slash its valuation: The retailer’s business model is under scrutiny amid mounting pressures in the US and EU.

Three-quarters of consumers will reduce spending if tariffs lead to higher prices: Dining out, apparel, and live entertainment are the most likely candidates for cutbacks.

Retailers brace for headwinds: Companies ranging from Amazon to Whirlpool are preparing for multiple challenges that could pressure consumer spending and their bottom lines.

Waiting in line is a major turnoff for shoppers: Frustrations are rising as anti-theft measures and understaffed stores lead to ballooning wait times.

Beauty demand is falling back to earth: While beauty spending has been incredibly resilient, consumers are gradually becoming more price-conscious in their buying habits.

Amazon sees storm clouds ahead: The retailer's weak guidance raises red flags for a broad swath of companies—suggesting that retail headwinds could be more widespread than expected.

Department stores face an uphill battle as discounters, online retailers take share: Our Industry KPIs show foot traffic declined during the holiday season, emphasizing the sector’s challenges.

Chipotle and Taco Bell’s same-store sales grew around 5% in Q4: Chipotle’s smoked brisket and Taco Bell’s nostalgic menu items proved to be customer magnets.

Refined luxury thrived during the holidays: Shoppers splurged on timeless pieces from Coach and Ralph Lauren but held back on bolder, flashier styles from Versace and Michael Kors.

Retailers have already announced more than 2,000 closures: Macroeconomic headwinds and category-specific challenges are expected to lead to roughly 15,000 store shutdowns this year.

Challenges mount for Temu and Shein: Both are facing crackdowns by US and EU regulators that could severely curb their long-term prospects.

Tubi makes a play for NFL fans’ wallets: The ad-supported streaming service launched a shoppable experience that will feature curated storefronts that offer products related to the Super Bowl.

Uber’s record Q4 overshadowed by conservative Q1 outlook: The company expects rising insurance costs, unfavorable FX rates, and weather-related disruptions to weigh on bookings

Calvin Klein owner PVH blacklisted by China in retaliation for US tariffs: The company could be forced to exit the country, depriving it of an important growth market.

PepsiCo leans on value, healthier snacks to drive sales in 2025: But the CPG company expects growth to be muted as consumers focus on price.

Consumers won’t order toilet paper online unless it arrives quickly: That insight led Amazon to speed up shipments, a push that has made household essentials its fastest-growing category.

Estée Lauder expects net sales to fall up to 12% this quarter: That exceeds the 6.8% decline analysts forecast and shows the need to adapt amid deep staff cuts.

Chinese consumers need spending incentives: Government subsidies are boosting sales for EVs and appliances, but lack of support for other categories weighs on demand.