There’s little relief in store for the housing industry: Housing starts plunged in March, while the country’s largest homebuilder warned of weak demand.
Michaels looks to attract Party City and Joann’s shoppers: The crafts retailer expands its selection of party supplies and balloons, while also enhancing its in-store events.
On today’s podcast episode, we discuss how department stores are getting on, how they’re evolving, and what the contemporary department store needs to do to stick around. Listen to the conversation with our Senior Analyst Sara Lebow as she hosts Vice President of Content Suzy Davidkhanian and Senior Analyst Carina Perkins.
Furniture retail squeezed by high acquisition costs: Industry KPI data shows the sector at a disadvantage as economic uncertainty and tariffs drive up the cost of winning customers.
Retailers are feeling the ripple effects of new tariffs as consumers brace for higher prices. While some shoppers accept the trade-off, many are already adjusting their habits—from cutting back on fast food to seeking out deals. To stay competitive, brands must focus on value, transparency, and smart messaging. Here are five key stats on how tariffs are shaking things up.
Mercado Libre will grow its headcount by 33% this year to solidify Latin America ecommerce dominance: The company looks to strengthen its business in Brazil, Mexico, and Argentina—its three largest markets.
Consumer spending surged in March: But the rapid decline in consumer sentiment and likely surge in inflation is sure to slow that momentum in the coming months.
California sues to stop tariffs as legal challenges pile up: The state is arguing that Trump lacks the authority to implement the duties, which will cause significant harm to its economy.
Retail sales in China in March grew 5.9%: Government subsidies drove the fastest growth since December 2023, but the escalating US‑China trade war is likely to curb spending in the months ahead.
Temu pulls its Google Shopping ads: The escalating US-China trade war puts the company’s business model at risk and threatens ad giants like Meta and Google.
The issuers are taking a wait-and-see approach to gauge how Trump’s tariffs will play out
Even so, issuers may be slow to lift preemptive APR increases as they brace for economic turbulence
The card network is positioning itself at the forefront of the crypto payments space, centered on stablecoins
Vizio boosts Walmart’s retail media edge: New beta program brings exclusive connected TV inventory under Walmart’s direct control.
Online resale merchandise value will reach $40 billion in the US by 2029, at a compound annual growth rate (CAGR) of 13%, according to March data from thredUP.
Anxiety around inflation, a deteriorating labor market, and trade war consequences have deepened consumer uncertainty about the US economy, with wide-ranging implications for retail.
Lowe’s agreed to buy Artisan Design Group for $1.33 billion: The move should enhance the home improvement retailer’s market position when the housing sector rebounds.
International boycotts of US brands and travel could cost the economy up to $90 billion: Rising anti-American sentiment caused by Trump’s policies is making it harder for companies to operate at home and abroad.
Albertsons struggles to fend off competition from mass merchants and club retailers: The grocer is leaning on promotions, private labels, and its pharmacy business to attract value-focused shoppers.