蘑菇AV

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.

Walmart announces lengthy beauty sale as it looks to protect its advantage: The retailer is expanding its assortment and refining the in-store experience to appeal to a wider variety of shoppers.

Consumers鈥攅specially Gen Z鈥攁re eager to spend on live events: Summer concert ticket sales are at record levels thanks to high-profile stadium tours and the strong appeal of live experiences.

Private label sales growth outpaced national brands last year: Consumers' growing appetite for value is driving grocers to elevate their brands to compete against established names.

Wayfair鈥檚 US sales rose 1.6% YoY in Q1: Despite growing macroeconomic headwinds and a frozen housing market, demand remained strong.

Middle- and low-income consumers pulled back on fast food in Q1: That posed a significant challenge for McDonald鈥檚, which reported its US same-store sales fell 3.6%.

While consumption in the quarter surpassed Hershey鈥檚 expectations, the company鈥檚 sales plunged by 13.8% YoY, hurt by the timing of the Easter season as well as inventory actions taken in the same period last year.

Comparable sales down 4.3% to 4.0%. Operating income of $40 million to $45 million. Diluted per-share loss between 24 cents and 20 cents. Our take: In firing Buchanan for cause, Kohl鈥檚 didn鈥檛 just lose a CEO鈥攊t lost its last semblance of strategic direction. For a brand struggling to define its identity, that鈥檚 a serious blow.