Retail & ecommerce briefing Trends & Statistics

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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.

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.

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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.

Last year’s housing market was bad. Housing-related retailers probably won’t catch a break this year

Last year’s housing market was bad. Housing-related retailers probably won’t catch a break this year

Article
Jan 27, 2025

Existing home sales fell to the lowest level since 1995 last year: Conditions likely won’t improve much this year, which could spell trouble for housing-related retailers.

Shein struggles to move IPO forward amid broader growth challenges

Shein struggles to move IPO forward amid broader growth challenges

Article
Jan 27, 2025

Shein stumbles under UK regulators’ scrutiny: The ecommerce platform failed to relieve concerns about forced labor in its supply chain as it prepares for a more challenging operating environment.

Trader Joe’s is in growth mode, opening 34 new stores last year

Trader Joe’s is in growth mode, opening 34 new stores last year

Article
Jan 27, 2025

Trader Joe’s opened 34 new stores last year: The grocer is rapidly expanding to capitalize on consumers' appetite for private labels and value.

Burberry touts solid US sales as ‘back to basics’ strategy delivers early results

Article
Jan 24, 2025

Burberry’s holiday resurgence is an encouraging sign for luxury brands: The company’s focus on core products won over US shoppers, although a full recovery is a long way off.

Google cracks down on fake reviews for UK businesses

Google cracks down on fake reviews for UK businesses

Article
Jan 24, 2025

Google takes aim at fake reviews: The company will improve detection and impose stricter penalties on UK businesses and individuals.

Influencer marketing platform ShopMy raises $77.5 million

Article
Jan 24, 2025

ShopMy gains traction in making creator marketing measurable: The platform, which is used by more than 550 brands, raised $77.5 million at a $410 million valuation.

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