蘑菇AV

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.

Starbucks鈥� dominance is under threat as Dutch Bros鈥� growth surges: The coffee giant is struggling to stem a sales slump as the latter鈥檚 colorful drinks and service win it more customers.

Luxury brands rethink China approach as downturn drags on: Labels like Versace, Valentino, and Balenciaga are dialing back discounts, telegraphing exclusivity to wealthy shoppers.

Tariffs on car imports will be reduced from 25% to 10%鈥攁 relief for carmakers like Jaguar Land Rover, which relies on the US for nearly one-quarter of its sales. Tariffs on steel and aluminum imports could be eliminated (although accounts from the White House and the Prime Minister鈥檚 office differ), while Rolls Royce engines and airplane parts will not be subject to duties.

Differing outlooks: Despite the macro pressures, RBI remains upbeat, citing early signs of a sales rebound and maintaining its full-year outlook. Krispy Kreme is more cautious. It withdrew its 2025 guidance, suspended its dividend, and is refocusing on priorities like cash flow and profitable US growth.

US sales on Shein and Temu fell sharply following price increases: The decline is an unwelcome sign as both marketplaces fight to stay relevant with shoppers.

Mercado Libre鈥檚 retail business is thriving: Advertising revenues rose 50% YoY in Q1, and there鈥檚 ample room for growth.

Despite posting record Q1 sales, the firm pulled its 2025 guidance due to macroeconomic uncertainty resulting from tariffs. While Skechers declined to say how much it relies on hubs like China and Vietnam for manufacturing, the company did note that it depends on the former for products like children鈥檚 shoes that are cost-prohibitive to produce elsewhere.