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Pinterest’s Q1 involved strong user and global revenue growth: US monetization, though, could be under pressure moving forward.

Tariffs imperil beauty industry just as post-pandemic boom slows: Costs are expected to spike as duties hit key imports, leaving brands scrambling to maintain sales without alienating price-conscious buyers.

Etsy expects to benefit as tariffs hit competitors: A sizable domestic seller base and growing ad business offer protection, but declining consumer and business sentiment could still sting.

The insight: The gap between Target and its mass merchant competitors Amazon and Walmart is widening. While Amazon and Walmart are consolidating their grip on consumer spending after investments in value and convenience, Target’s largely discretionary assortment and diversity, equity, and inclusion (DEI) controversies are sharply curbing its appeal. Our take: Shoppers are prioritizing necessities over discretionary goods and favoring retailers that offer value and convenience.

Core inflation rose 0.1% MoM in March, the lowest rate in four years: But that relief is likely to be short-lived as Amazon, AutoZone, Best Buy, and others warn of price hikes ahead.

Much is in flux when it comes to tariffs: That uncertainty is putting stress on companies and consumers as they weigh whether to spend or save.

YouTube’s Shorts push favors quick hits over deep engagement, leaving influencers to balance reach with revenue in an uncertain ad economy.

Yum China bucks difficult retail environment thanks to more promotions, rapid store expansion, and durian pizza: The KFC and Pizza Hut operator’s efforts to offer more value and reach consumers in lower-tier cities drove sales and transaction growth in Q3.

Prada’s Versace deal comes at a difficult time for the luxury industry: Tariffs are threatening brands’ access to US consumers, while recession fears could trigger more conservative tastes.

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.

Temu parent PDD’s growth is slowing: The retailer is struggling to navigate sluggish domestic spending and external challenges to its business model.

The cost of everything from Pandora jewelry to Adidas sneakers is rising: The trend is poised to accelerate as tariff-hit goods arrive at US ports—and shoppers have taken note.

Global gains power L’Oréal past expectations as US market cools: CEO Nicolas Hieronimus flagged slowing beauty demand and US retailer constraints but noted the brand is well positioned to handle tariff-driven disruptions.

Efforts to keep TikTok in the US grow, but confidence is low: While Democratic senators and Trump float ideas to extend the April deadline, key players are stepping back.

The era of tariff-driven trade uncertainty is far from over: A flurry of legal decisions have thrown the administration’s trade policies into limbo, even as many duties remain firmly in place.