Shein regains access to India for the first time since 2020: The move comes at the same time that it faces significant challenges in both the US and EU.
Tariffs could make US-made vehicles more expensive than imports: US automakers’ supply chains depend on cross-border trade, and there’s no simple way to untangle those relationships.
Retail mergers get the go-ahead: A judge cleared Tempur Sealy’s $4 billion Mattress Firm acquisition, setting the stage for a more permissive FTC.
Deckers relies on scarcity to drive Ugg, Hoka growth: That tactic paid off with record sales and profits during the holiday quarter.
LVMH takes action following a tepid Q4: The company is shaking up Dior’s creative team alongside moves meant to cut costs and increase cultural relevance.
The Super Bowl is one of the few collective experiences left: That’s why Walmart, Amazon, and Aldi are going head-to-head on grocery deals, and retailers like Abercrombie are making plays related to the game.
Retail workers don’t have the same leverage they did a few years ago: But recent moves by Costco and Starbucks suggest that unions can exert some pull.
Q4 household spending surged past expectations: Consumer spending rose 4.2%, marking the first time since late 2021 that growth has exceeded 3% for two consecutive quarters—a strong signal that the economy remains resilient.
Levi’s delivers downbeat outlook as uncertainty roils retail industry: The company expects potential tariffs, FX headwinds, and higher taxes to weigh on its 2025 performance.
Retail crime is out of control, UK retailers say: Their concerns are shared across the pond, as US businesses struggle to stem in-store and online theft.
Twin Peaks went public as a standalone company: Investors’ response to the sports bar chain could determine whether companies like Panera and Inspire Brands—parent of Dunkin’—IPO this year.
Estée Lauder scrutinizes portfolio as losses pile up: The beauty company may sell some brands as it expands its presence on Amazon to reignite growth.
Department stores need a reboot after sales fell 1.6% last year: Retailers like Kohl’s are searching for a winning formula to revitalize the struggling department store model.
Quince raised $120 million in new funding: The retailer’s strategy of selling low-priced versions of high-end apparel and accessories is working.
Victoria’s Secret’s rebooted fashion show resonated with Gen Z: That, alongside the company’s efforts to expand and refresh its assortment, resulted in a solid holiday performance.
Starbucks’ turnaround takes shape: While US comp sales fell for the fourth-straight quarter, CEO Brian Niccol is confident that investments in the store and worker experience will bear fruit.
LVMH beat analysts’ middling expectations in Q4: But the company’s 1% growth suggests the luxury sector may take some time to bounce back.
Sam’s Club's efforts to streamline its shopping experience pay off: It soared past Costco to place first in this year's customer satisfaction rankings for general merchandise retailers.
Retailers get burned on DEI: Companies risk backlash whether they stand firm or capitulate to anti-DEI pressure.
China manufacturing activity contracts ahead of Lunar New Year: While the blip may stem from holiday closures, it’s a worrying sign as the threat of tariffs looms large.
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