Retail & ecommerce briefing Trends & Statistics

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Shein reenters India amid challenges from the US and EU

Shein reenters India amid challenges from the US and EU

Article
Feb 03, 2025

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 on Canada, Mexico could crash the US auto industry

Article
Feb 03, 2025

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.

Tempur Sealy’s approved Mattress Firm acquisition is a blow for antitrust enforcement

Article
Feb 03, 2025

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’ scarcity model is driving full-price Ugg and Hoka sales

Article
Jan 31, 2025

Deckers relies on scarcity to drive Ugg, Hoka growth: That tactic paid off with record sales and profits during the holiday quarter.

LVMH tries to rejuvenate sales with Dior shakeup, F1 partnership

Article
Jan 31, 2025

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.

Retailers, grocers look to score big on Super Bowl sales

Retailers, grocers look to score big on Super Bowl sales

Article
Jan 31, 2025

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.

The labor movement has lost ground, but Costco, Starbucks show that workers haven’t lost all leverage

Article
Jan 31, 2025

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.

Household spending rose 4.2% in Q4

Article
Jan 30, 2025

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 Strauss prepares for uncertainty in 2025 even as demand ticks up

Levi Strauss prepares for uncertainty in 2025 even as demand ticks up

Article
Jan 30, 2025

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.

Retailers struggle to prevent thefts as higher-income consumers ramp up online fraud

Retailers struggle to prevent thefts as higher-income consumers ramp up online fraud

Article
Jan 30, 2025

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.

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Sports bar chain Twin Peaks’ IPO could be the first of several restaurant IPOs this year

Article
Jan 30, 2025

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 explores downsizing, expands Amazon presence amid severe headwinds

Estée Lauder explores downsizing, expands Amazon presence amid severe headwinds

Article
Jan 29, 2025

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.

Kohl’s layoffs are the latest sign of the department store industry’s challenges

Kohl’s layoffs are the latest sign of the department store industry’s challenges

Article
Jan 29, 2025

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 raises $120 million, expands into new categories

Article
Jan 29, 2025

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 reinserts itself into the cultural conversation

Victoria’s Secret reinserts itself into the cultural conversation

Article
Jan 29, 2025

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.

Brian Niccol’s turnaround strategy for Starbucks delivers early results

Article
Jan 28, 2025

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’s Q4 results were better than analysts expected, but still not great

Article
Jan 28, 2025

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 surges past Costco in customer satisfaction

Article
Jan 28, 2025

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.

Target, Costco show there are no good answers to DEI backlash

Target, Costco show there are no good answers to DEI backlash

Article
Jan 28, 2025

Retailers get burned on DEI: Companies risk backlash whether they stand firm or capitulate to anti-DEI pressure.

Economic worries overshadow China’s Lunar New Year prospects

Economic worries overshadow China’s Lunar New Year prospects

Article
Jan 27, 2025

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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