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.
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 turns to AI to streamline operations, bolster customer experience: But it isn’t clear how much the technology will translate into increased sales.
Total spirits revenues dropped 1.1% last year: The Trump administration’s tariffs will only intensify the industry’s challenges.
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 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 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.
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’s retail sales rose 14.7% in Q4: That’s an encouraging sign for China’s retailers as they eagerly await a consumption recovery.
Private label is key to Kroger’s growth prospects this year: The grocer is relying on its owned brands to attract deal-seeking shoppers.
Macy’s makes strides in Q4, but pressures persist: Revamped stores show improvement, but the company’s turnaround is a work in progress.
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 sees slowdown looming as tariffs take effect: The retailer expects sales growth and profits to be seriously pressured in 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.
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 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’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 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 plots Haul expansion in spite of de minimis crackdown: The retailer plans to launch its low-cost marketplace in Europe and Mexico.
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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