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L'Or茅al鈥檚 North Asia Q4 sales shrank 3.6% on a like-for-like basis, or -3.1% on a reported basis, while Est茅e Lauder鈥檚 Asia-Pacific net sales plunged 11% YoY during the quarter. Est茅e Lauder said that it expects 鈥渃ontinued volatility鈥� in the region in the near term due to weak sentiment in the China and Korean markets.

Chipotle and Taco Bell鈥檚 same-store sales grew around 5% in Q4: Chipotle鈥檚 smoked brisket and Taco Bell鈥檚 nostalgic menu items proved to be customer magnets.

Est茅e Lauder expects net sales to fall up to 12% this quarter: That exceeds the 6.8% decline analysts forecast and shows the need to adapt amid deep staff cuts.

PepsiCo leans on value, healthier snacks to drive sales in 2025: But the CPG company expects growth to be muted as consumers focus on price.

Deckers relies on scarcity to drive Ugg, Hoka growth: That tactic paid off with record sales and profits during the holiday quarter.

The Super Bowl is one of the few collective experiences left: That鈥檚 why Walmart, Amazon, and Aldi are going head-to-head on grocery deals, and retailers like Abercrombie are making plays related to the game.

Walmart looks to accelerate its ecommerce business in China: Working with Chinese delivery app Meituan should boost the retailer鈥檚 visibility and sales.

Est茅e Lauder scrutinizes portfolio as losses pile up: The beauty company may sell some brands as it expands its presence on Amazon to reignite growth.

Chinese consumers need spending incentives: Government subsidies are boosting sales for EVs and appliances, but lack of support for other categories weighs on demand.

Digital commerce platforms鈥� payment programs will capture a higher share of their overall sales. These platforms processed $271.25 billion in payment value in 2022鈥攅quivalent to 55.3% of their retail ecommerce sales. By 2026, we expect them to process $471.37 billion, capturing 72% in equivalent sales share.

Department stores need a reboot after sales fell 1.6% last year: Retailers like Kohl鈥檚 are searching for a winning formula to revitalize the struggling department store model.

The news: Victoria鈥檚 Secret expects Q4 sales and revenues to be at the high end of its previous guidance following a strong holiday performance. The retailer forecast a 3% to 4% increase in sales for the quarter, which ends February 1, up from 2%-4%.

Cartier owner Richemont鈥檚 sales soared 10% during the three months through December at constant exchange rates, well ahead of the less than 1% gain that analysts expected. Burberry鈥檚 global comparable store sales fell 4% YoY, easily outpacing the consensus estimate for a 12% decline.

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Starbucks鈥� 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.

Existing home sales fell to the lowest level since 1995 last year: Conditions likely won鈥檛 improve much this year, which could spell trouble for housing-related retailers.

Kohl鈥檚 new CEO faces a tough challenge: The department store鈥檚 sales have declined for 11 consecutive quarters as it struggled to attract new shoppers without alienating long-standing customers.

59% of US shoppers are most influenced by honest creator reviews that showcase the pros and cons of a product, according to a September 2024 survey by Bazaarvoice and Savanta.