Nike expects more pain as external headwinds complicate its turnaround plan: The company forecast a mid-teens drop in quarterly sales as inventory struggles and tariffs take their toll.

Darden expects consumers to keep splurging on restaurant meals despite uncertainty: But dining out could be one of the first indulgences to go once tariff-related price hikes take effect.

50% of US adults are likely to cut back on spending at fast food restaurants if tariffs lead to higher prices, according to a February 2025 CivicScience survey.

Costco tries to shift tariff burden onto China suppliers: But that strategy comes with increasing risks as Beijing takes a more active role.

Nearly all marketers are concerned about Trump’s tariffs: The trade war is putting pressure on marketers—but there are some options to mitigate the damage to brands.

With profits down and factories years away, Foxconn says tariffs are a major obstacle for companies navigating rising costs and supply chain instability.

Banks must help customers navigate growing economic uncertainty.

Dollar General’s core customer is under considerable financial strain: Many shoppers can only afford basic essentials as inflation and economic uncertainty take their toll.

Consumers are confused about tariffs, and brands need to find a way to reach them with the right messaging about the potential for volatile pricing.

Trump's tariff policies fuel uncertainty: How brands and retailers can best prepare amid a perpetually shifting landscape.

Pharma ramps up US manufacturing: It’s part of the industry’s response to President Trump’s threatened tariffs on drug imports. We explore some of the pros and cons around reshoring drug manufacturing.

"Nobody knows what's going to happen and when," said our analyst Rachel Wolff on a recent “Behind the Numbers” podcast, about the potential impact of tariffs. "Everybody's just waiting until the last possible minute to figure out, will these actually go into effect?" Retailers are bracing for disruptions as President Donald Trump’s on-again, off-again tariffs on imports from Mexico, Canada, China, and the EU loom.

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.

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

Modelo’s college basketball ad spend grows 48%: The investment highlights the lucrative opportunity of advertising during live sporting events.

The US does $2.18 trillion in cross-border trade (both imports and exports) with its top three biggest partners—Mexico, Canada, and China—according to the US Census Bureau.

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

40-day boycott makes Target a target: The company is already dealing with fallout from February’s economic blackout, and another boycott could spell trouble.

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.