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Sales rose just 4% YoY in e.l.f.鈥檚 most recent quarter, a sharp comedown from the 31% growth it notched in the previous period. Acquiring Rhode could change that trajectory. After just three years, the brand is already pulling in $212 million in annual revenues鈥攄espite having a grand total of 10 products in its lineup and no physical retail presence.

That鈥檚 reflected in the fact that while sales at fast casual and quick-service restaurants are falling, interest in on-premise dining is on the rise鈥攁 sign that consumers are looking to make the most of their increasingly infrequent restaurant meals.

Retail media鈥檚 growth will continue to be fueled by two complementary advertiser needs: the need for measurable sales, and the need for privacy-compliant data that can be used to reach consumers at the top or middle of the purchase funnel.

Comparable store sales slumped 5.7% YoY in the quarter, which was only partially offset by a 4.7% jump in comparable digital sales. Overall, comparable sales fell 3.8%鈥攁 bigger decline than analysts expected. Profits were also considerably softer than anticipated, which Target blamed on higher markdowns and supply chain and fulfillment expenses.

Sales in Q1 rose 5% YoY to $13.1 billion, beating FactSet鈥檚 consensus estimate for $13.02 billion. Adjusted earnings per share were 92 cents, slightly ahead of expectations for 91 cents. Comparable sales increased 3% YoY, with gains across all divisions and geographies.

Comparable sales declined 0.6%, beating projections of a 2.01% dip. For the full year, the company expects revenues between $8.4 billion and $8.6 billion, comp growth of 0.5% to 1.5%, and adjusted EPS of $1.50 to $2.50. The context: Advance Auto is in the thick of a turnaround.

Levi Strauss sharpens its focus: The company agreed to sell Dockers to Authentic Brands as it looks to grow its D2C sales and expand its international presence.

There are already indications that uncertainty is weighing on buyer behavior: Sales from foreign sellers have fallen since March, with daily sales down as much as 20% to 25% MoM, per BI. Our take: TikTok鈥檚 promise as an ecommerce platform has been severely curtailed by the tariffs, which are harming its ability to bring merchants onto its platform as well as threatening discretionary spending.

Shein, Temu take advantage of tariff reprieve: Shein is raising prices while Temu resumes China shipments, as both retailers try to undo a sales slump.

That was evident in Q1: Comparable sales excluding fuel rose 4.5% YoY for Walmart US, outpacing estimates for a 3.9% increase, while Sam鈥檚 Club grew by an impressive 6.7%. At the same time, consumers鈥� value-seeking behaviors were on full display. Shoppers spent more on necessities like groceries and prescriptions, and less on discretionary goods such as electronics and home products.

Our take: Much like their US counterparts Amazon and Walmart, both Alibaba and JD clearly see convenience as an important growth opportunity as consumers become more discerning. Those investments could enable the two companies to weather any further decline in sentiment stemming from the US-China trade war.

Furniture and home furnishings sales are up 6.2%, while auto sales have climbed 6.3% year to date. Retailers are also rushing to front-load inventory to get ahead of tariffs鈥攂ut that strategy isn鈥檛 without risk. Effective forecasting is critical, and when it misses the mark, the consequences can be costly.

Monetizing experiences: In-game merch sales have a bigger implication for independent sellers and game creators who can now offer a frictionless experience for impulse buys without having to direct them to another website or app. Merch can foster deeper relationships between creators and their users.

Burberry will cut 20% of global workforce as sales slump continues: The company鈥檚 ill-timed brand elevation push puts it in a difficult position to weather luxury headwinds.

The appeal for Dick鈥檚: Dick鈥檚, which reported 4.5% YoY growth in Q1 comparable sales, sees several strategic upsides. Massive footprint expansion: Foot Locker鈥檚 2,400-plus stores鈥攑rimarily in malls and urban areas鈥攃omplement Dick鈥檚 856 locations and dramatically extend its reach.

Drunk Elephant鈥檚 sales plunge as Gen Alpha appeal dims: The brand鈥檚 reliance on the fickle audience has damaged its standing with older consumers.

US immigration policy fuels hospitality and retail concerns: Deportations exacerbate hospitality labor shortages as consumer-goods makers cite softer sales.

The company now expects sales growth of 28% in 2025, 1 percentage point higher than its previous forecast (although a smidge lower than what analysts were anticipating). That updated outlook comes after a record April for the Roger Federer-backed brand, and 40% constant currency sales growth in Q1.

Carvana said it was aided by a 鈥渟mall pull forward of demand鈥� when tariffs were first announced, while CarMax noted that sales began strengthening at the end of March and accelerated into April. That jump in demand is reflected in pricing: Cox Automotive鈥檚 Manheim Used Vehicle Value Index, which measures prices paid at wholesale auctions, rose 4.9% YoY in April to its highest level since October 2023.