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| Feb 14, 2025
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| Feb 14, 2025
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| Feb 14, 2025
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| Mar 19, 2025
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| Mar 19, 2025
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| Feb 28, 2025
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| Feb 18, 2025
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| Mar 19, 2025
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| Apr 26, 2025
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| Mar 19, 2025
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| May 9, 2025
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| Mar 19, 2025
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| Mar 19, 2025
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| Apr 7, 2025
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US ecommerce sales will be hit hard by tariffs: Many online platforms’ advantages could disappear as prices rise, inventory runs dry, and delivery times slow.
Article
| Apr 25, 2025
Trump hikes tariffs on China, pauses higher reciprocal tariffs on others: We expect US retail sales growth to slow due to the broader impact of his trade policies.
Article
| Apr 9, 2025
Levi Strauss excludes tariff impact from forecast: The uncertainty and upheaval from the latest duties are making it impossible for the retailer to nail down a mitigation strategy.
Article
| Apr 8, 2025
Earnings per share are projected to be roughly $5, an increase from its previous forecast of $4.85 to $4.90. The caveat: Tapestry has just one quarter left in the fiscal year, making the impact of tariffs largely “immaterial.”
Article
| May 8, 2025
Travel demand into the US could also falter as tariffs trigger economic boycotts from consumers in Canada and elsewhere, which will hurt everyone from airlines and hotels to restaurants and retailers. This content is part of ĢAV’s subscription Briefings, where we pair daily updates with data and analysis from forecasts and research reports.
Article
| Apr 9, 2025
Tariffs will hurt US economic growth this year: The IMF expects growth of just 1.8%, as the trade war and rampant uncertainty chill consumer and business spending.
Article
| Apr 22, 2025
US tariffs could stall Germany’s economy this year: GDP is forecast to grow just 0.1% as the duties on autos and other imports curb companies’ access to an important growth market.
Article
| Apr 10, 2025
Albertsons struggles to fend off competition from mass merchants and club retailers: The grocer is leaning on promotions, private labels, and its pharmacy business to attract value-focused shoppers.
Article
| Apr 15, 2025
Constellation Brands imports all of its beer from Mexico: That puts the Modelo parent in a challenging position in wake of US tariffs on imported canned beer and empty aluminum cans.
Article
| Apr 10, 2025
The news: American Airlines, Southwest Airlines, and Alaska Airlines were the latest carriers to pull their full-year forecasts, citing unpredictable travel demand in the wake of tariffs and economic uncertainty. The situation: Lackluster earnings from all three airlines clearly demonstrate that consumers are in no mood to travel, at least in the short term.
Article
| Apr 24, 2025
China turns to stimulus, charm offensive to blunt Trump’s tariffs: But US duties of 104% could deal a severe blow to an economy struggling with depressed consumer and business confidence.
Article
| Apr 8, 2025