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Tariffs imperil beauty industry just as post-pandemic boom slows: Costs are expected to spike as duties hit key imports, leaving brands scrambling to maintain sales without alienating price-conscious buyers.

Hispanic consumers curb spending over immigration policy fears: Their discretionary purchases are falling sharply, hurting sales at Walmart and Constellation.

Amazon, Best Buy, and Google will launch sales on November 21: The shorter-than-usual period between Thanksgiving and Christmas is driving retailers and brands to start their holiday pushes early.

Ecommerce has become a dominant sales channel in the pet industry, fueled by convenience and a broad range of online offerings. By 2028, nearly half of pet products sales will come from ecommerce.

While a ban looks increasingly unlikely, so too does a sale of the company鈥檚 US business. That uncertainty, along with tariffs, is beginning to chill sales: TikTok Shop鈥檚 US GMV fell by over one-fifth during the week reciprocal tariffs were announced compared with the prior week, per EchoTik data reported by the South China Morning Post. Other markets are beginning to take precedence.

Several foreign carmakers saw US sales surge in March: But that momentum is likely to stall given the 25% tariffs on imported vehicles and imported auto parts set to take effect by May 3.

Gucci sales slid 25% in Q1: The brand鈥檚 struggles put parent company Kering in a tough spot as it attempts to navigate a slowdown in luxury goods spending.

In Q1, comparable restaurant sales slipped 0.4%, driven by a 2.3% decline in transactions. A 1.9% increase in average check helped soften the blow, but it wasn鈥檛 enough to offset weaker traffic. Adding pressure are the Trump administration鈥檚 tariffs. Chipotle estimates the 10% universal duties and targeted aluminum levies will raise its ongoing cost of sales by 50 basis points.

Tesla struggles to keep up as production challenges, Musk controversy hurt sales: The company is in a difficult spot as tariffs threaten to curb demand further and jack up production costs.

The insight: US consumers鈥� newfound obsession with protein is driving a surge in sales for yogurt and other 鈥渂etter for you鈥� products. North America demand for Danone鈥檚 high-protein Oikos Pro range grew by double-digits in Q1, the company said, helping fuel a 3.7% increase in the region鈥檚 like-for-like sales.

Barnes & Noble is expanding its footprint: Riding a wave of strong sales鈥攁nd buoyed by the #BookTok phenomenon鈥攖he bookseller expects to open more than 60 new stores this year.

This comes despite TikTok achieving major milestones like surpassing $100 million in single-day sales on Black Friday. Our take: The restructuring highlights TikTok鈥檚 broader struggle to reach its lofty expectations for TikTok Shop in the US鈥攁 market where expectations are high, trust is hard-won, and competition from entrenched players like Amazon and Walmart is fierce.

After its expansion in Europe and Japan, over 200 brands have run ads on BeReal, including Levi鈥檚, Nike, and Amazon. BeReal has also tested US ads from some of these brands over the previous six months. BeReal hired Ben Moore as its US managing director to support ad growth. Moore previously led global media buying partnerships for TikTok.

What鈥檚 next for Capri after the Versace sale? The company is looking to offload Jimmy Choo to focus on Michael Kors, but the latter needs a wholesale reinvention to succeed.

Walmart鈥檚 reaffirmation of its full-year sales and earnings outlook鈥攚hich previously didn鈥檛 take tariffs into account鈥攔eflects the confidence it has in its ability to navigate the challenging landscape. Beyond keeping prices low鈥攚hich is the company鈥檚 top priority鈥擶almart is investing in faster delivery to narrow the gap with Amazon and satisfy consumers鈥� desire for convenience.

Efforts by key retail partners such as Walmart to curb retail theft by locking up products also affected sales, Hieronimus said. Looking ahead: For all the difficulties it faces in the US, the company is better positioned than most beauty brands to navigate tariffs.

Beyond driving sales and providing a space for customer service, stores also serve as three-dimensional billboards that keep brands top of mind for consumers鈥攅ven if they never step inside. Case in point: Wayfair is expanding its footprint after its Illinois sales grew 15% faster than the national average after it opened a store just north of Chicago in May 2024.

Even so, home sales and revenues during the quarter fell 15% YoY. The company鈥檚 disappointing Q2 performance led it to cut its FY forecast. The company now expects to sell between 85,000 and 87,000 homes, a downgrade from its prior forecast of 90,000 to 92,000.

Michaels looks to attract Party City and Joann鈥檚 shoppers: The crafts retailer expands its selection of party supplies and balloons, while also enhancing its in-store events.

Walmart and Amazon see (mostly) clear skies ahead while Target warns of headwinds. Mass merchants Amazon, Walmart, and Target presented varying pictures of consumer spending in Q3.

The ability to sell to consumers directly via TikTok Shop and Amazon is contributing to healthy sales growth: US K-beauty sales on Amazon shot up by 122% YoY in Q3 2024, more than four times the growth rate for total skincare sales on the marketplace, per a Samsung Securities report.

Beijing鈥檚 national trade鈥慽n program鈥攚hich incentivizes consumers to swap older goods for newer, energy鈥慹fficient models鈥攃learly stoked demand: Household appliance sales soared 35.1% YoY, furniture rose 18.1%, and autos climbed 5.5%. Macro momentum looked solid as well: Q1 GDP grew 5.4% YoY (vs. 5.2% expected) and Q1 retail sales advanced 4.6%.