TJX shrugs off tariff impact as consumers choose value: The retailer expects economic volatility to create more opportunities to gain share.

Target’s disappointing Q1 sets the stage for a difficult year: Softer discretionary spending and backlash against its DEI rollback are challenging the retailer’s ability to manage tariffs.

Amazon discourages sellers from stockpiling goods with capacity limits: The strategy aims to prevent overload at its fulfillment centers, but it complicates merchants’ tariff mitigation abilities.

China’s economy felt some effects of Trump’s tariffs in April: Weakening retail sales and factory output show the dangers of a drawn-out trade war.

The EU expects tariffs to weigh on growth this year and next: The bloc downgraded its GDP expectations due to levels of uncertainty “not seen since the darkest moments” of the pandemic.

Discounts are a primary motivator for TikTok Shop purchases: But that tactic may not be sustainable for sellers reeling from the impact of China tariffs.

Delinquencies for both student loans and credit cards could worsen as borrowers contend with more obligations

Shein, Temu take advantage of tariff reprieve: Shein is raising prices while Temu resumes China shipments, as both retailers try to undo a sales slump.

Walmart will raise prices soon to offset “too high” tariffs: Even with the reduction in China duties, the cost is too much for the retailer and its suppliers to absorb.

Burberry will cut 20% of global workforce as sales slump continues: The company’s ill-timed brand elevation push puts it in a difficult position to weather luxury headwinds.

On Running leans into premiumization to offset tariff impact: The company plans to raise prices as enthusiasm for its expensive sneakers remains high.

The US could be the only country to experience a drop in foreign travel spending this year: Tariffs, uncertain travel policies, and a boycott by Canadian and Mexican travelers may cost the economy $12.5 billion.

Carvana, CarMax expect price advantage as auto tariffs take effect: But softer demand coupled with automakers’ efforts to keep new car pricing steady could blunt their edge.

China’s deflation problem reveals flaws in its trade war strategy: Beijing’s bid to offset tariffs with domestic consumption are hampered by consumers’ reluctance to spend.

Tariffs are a heavy burden for foreign automakers: Toyota, Nissan, and Mazda are among the companies that stand to be hit hard by punishing US auto duties.

Tapestry dismisses impact of tariffs on FY performance as “immaterial”: The Coach parent projected healthy growth as more Gen Zers and millennials pay full price for its bags.

The US and UK tout a trade agreement—with a few caveats: The proposal would offer the UK some tariff relief while giving US businesses access to a $5 billion market opportunity, but it’s not a done deal.

Amazon Haul expands overseas as de minimis uncertainty clouds domestic prospects: The low-cost marketplace is now available to UK and Saudi Arabian shoppers.

US sales on Shein and Temu fell sharply following price increases: The decline is an unwelcome sign as both marketplaces fight to stay relevant with shoppers.

Ford expects tariffs to take a $1.5 billion bite out of profits: That’s in spite of its sizable US manufacturing base, which bodes ill for its globalized competitors.