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US beauty demand is normalizing as price sensitivities creep into purchasing behavior: That’s good news for e.l.f. Beauty but an added struggle for Coty and Estée Lauder, for which China remains a hurdle.

Skechers goes private in challenging time for footwear industry: The $9.4 billion deal will give the company breathing room to navigate punishingly high tariffs.

TikTok is restructuring its governance and experience team: The move affects marketplace safety within TikTok Shop and may be a response to the platform’s underperformance last year.

ByteDance’s non-China revenues grow 60%: TikTok’s ad and ecommerce prowess drive revenues despite regulatory headwinds in US and China.

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.

Global personal luxury sales will contract this year: That will be the first decline since the Great Recession as weak spending in China weighs on the broader market.

If ad dollars shrink, Meta and others may need to ditch risky side projects and focus on scalable, affordable services to survive the slowdown

China’s retaliation rattles markets, but Big Tech could offset losses by leaning into AI, services, and subscriptions—if consumers still bite.

A nearly $1 trillion loss in a day signals market panic. Apple leads the fall, with ripple effects threatening AI growth, ad revenue, and cloud service pricing.

US President Donald Trump’s shifting trade policies will have ramifications for US brands that do business with Latin America. This FAQ addresses the most pressing questions for companies as they navigate new tariffs, supply chain disruptions, and the potential rise of new competitors.

Banks have an opportunity to build trust by recommending relevant products and engaging on social media.

Tariffs cast a shadow over consumer spending in Q1: Growth slowed from 4.0% in Q4 to just 1.8% in Q1 as households sharply cut back on goods.

The news: Target is testing a factory-direct shipping model that would enable it to offer lower-cost products to customers, per Bloomberg. The model, which lets suppliers ship products directly to shoppers, closely resembles the strategy used by Temu and Shein to keep prices low. Our take: Unfortunately for Target, now is not the best time to increase its reliance on overseas suppliers. While the Temu-Shein model worked spectacularly well for several years, the conditions that fueled their growth—namely, the de minimis exemption and low tariffs—are no longer in place.