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.
Article
| May 13, 2025
Carvana said it was aided by a “small pull forward of demand” 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’s 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.
Article
| May 12, 2025
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Source: ĢAV Forecast
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| Feb 14, 2025
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| Feb 14, 2025
Source: ĢAV Forecast
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| Feb 14, 2025
Source: ĢAV Forecast
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| Feb 14, 2025
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| Feb 14, 2025
Source: ĢAV Forecast
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| Feb 14, 2025
Source: ĢAV Forecast
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| Feb 14, 2025
Source: ĢAV Forecast
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| Feb 14, 2025
Source: ĢAV Forecast
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| Feb 14, 2025
Source: ĢAV Forecast
Starbucks’ dominance is under threat as Dutch Bros’ growth surges: The coffee giant is struggling to stem a sales slump as the latter’s colorful drinks and service win it more customers.
Article
| May 9, 2025
Luxury brands rethink China approach as downturn drags on: Labels like Versace, Valentino, and Balenciaga are dialing back discounts, telegraphing exclusivity to wealthy shoppers.
Article
| May 9, 2025
Tariffs on car imports will be reduced from 25% to 10%—a 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’s office differ), while Rolls Royce engines and airplane parts will not be subject to duties.
Article
| May 8, 2025
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.
Article
| May 8, 2025
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.
Article
| May 7, 2025
Mercado Libre’s retail business is thriving: Advertising revenues rose 50% YoY in Q1, and there’s ample room for growth.
Article
| May 8, 2025
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’s shoes that are cost-prohibitive to produce elsewhere.
Article
| May 5, 2025