Retail & ecommerce briefing Trends & Statistics

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China’s deflation is a big problem for retailers

Article
Mar 10, 2025

China’s deflationary spiral is expected to continue this year: A sharper-than-expected drop in prices in February underscores Chinese consumers’ extreme reluctance to spend.

Costco, BJ’s plot store expansion as sales surge

Costco, BJ’s plot store expansion as sales surge

Article
Mar 10, 2025

Consumers’ value focus is an expansion opportunity for Costco, BJ’s: The two plan to open dozens of stores to capitalize on demand for warehouse retailers.

McDonald’s looks to AI to turn sluggish sales around

Article
Mar 10, 2025

McDonald’s turns to AI to streamline operations, bolster customer experience: But it isn’t clear how much the technology will translate into increased sales.

The alcohol industry was in a tough spot before Trump’s tariffs. Now it faces grave challenges.

The alcohol industry was in a tough spot before Trump’s tariffs. Now it faces grave challenges.

Article
Mar 10, 2025

Total spirits revenues dropped 1.1% last year: The Trump administration’s tariffs will only intensify the industry’s challenges.

Costco makes strides with value-seeking shoppers

Costco makes strides with value-seeking shoppers

Article
Mar 07, 2025

Costco’s sales spiked in February: The company’s ability to offer value—and possibly its commitment to DEI—boosted sales during a difficult month for retailers.

David’s Bridal reinvents itself as a media company, third-party marketplace

Article
Mar 07, 2025

David’s Bridal is the latest retailer to rely on a third-party marketplace to shore up sales: Like Walmart and Best Buy, it adopts an “asset-light” model to expand inventory—and ad sales—while minimizing expenses.

Gap is the rare retailer to be optimistic about its 2025 performance

Article
Mar 07, 2025

Gap Inc expects its brands to be “the winners in any challenging market”: The retailer is confident its focus on product innovation, newness, and social buzz will insulate it from economic pressures.

Retail job cuts spike amid economic uncertainty

Retail job cuts spike amid economic uncertainty

Article
Mar 07, 2025

Retailers announced over 45,000 job cuts in January and February: Most resulted from bankruptcies, but the uncertain environment could drive more companies to cut costs.

JD.com projects optimism in China’s retail landscape

Article
Mar 06, 2025

JD.com’s retail sales rose 14.7% in Q4: That’s an encouraging sign for China’s retailers as they eagerly await a consumption recovery.

Kroger focuses on keeping prices low as grocery inflation ticks up

Article
Mar 06, 2025

Private label is key to Kroger’s growth prospects this year: The grocer is relying on its owned brands to attract deal-seeking shoppers.

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Macy's cites progress with turnaround, but cautious outlook underscores headwinds

Article
Mar 06, 2025

Macy’s makes strides in Q4, but pressures persist: Revamped stores show improvement, but the company’s turnaround is a work in progress.

Trump pauses Mexico and Canada tariffs—again—as retailers begin to feel the heat

Trump pauses Mexico and Canada tariffs—again—as retailers begin to feel the heat

Article
Mar 06, 2025

Trump’s tariff reprieve exacerbates uncertainty: The stop-and-start nature to the administration’s economic policy keeps retailers—and consumers—on edge.

Abercrombie & Fitch’s remarkable turnaround is at risk due to tariffs

Abercrombie & Fitch’s remarkable turnaround is at risk due to tariffs

Article
Mar 05, 2025

Abercrombie & Fitch sees slowdown looming as tariffs take effect: The retailer expects sales growth and profits to be seriously pressured in 2025.

Adidas’ Q4 sales jumped 19% YoY

Article
Mar 05, 2025

Adidas’ CEO says Q4 results were ‘much better than we had expected’: The company’s sales rose 19% YoY, ahead of analysts’ expectations, helping it gain ground on Nike.

Likely price hikes overshadow Best Buy’s better-than-expected Q4

Article
Mar 04, 2025

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’s comparable sales rose 4.7% in Q4

Article
Mar 04, 2025

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 is bullish about its 2025 performance

Article
Mar 04, 2025

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 prepares for higher prices, weaker sales as tariffs take effect

Target prepares for higher prices, weaker sales as tariffs take effect

Article
Mar 04, 2025

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 takes its fight with Temu to new markets

Article
Mar 03, 2025

Amazon plots Haul expansion in spite of de minimis crackdown: The retailer plans to launch its low-cost marketplace in Europe and Mexico.

Canadians are buying fewer American products

Article
Mar 03, 2025

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.

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