JD plans $27.9 billion investment in Chinese manufacturers to ease tariff impact: Ecommerce peers Alibaba and Meituan will join to help export-oriented companies attract domestic customers.
2025 could be another tough year for luxury companies: LVMH’s rough Q1 reveals considerable challenges as US spending drops.
UK regulators approve Shein IPO in a victory for China: While it may be too late for the fast-fashion retailer, the move could put the UK in China’s good graces and protect it from the worst of the trade war.
TikTok is restructuring its governance and experience team: The move affects marketplace safety within TikTok Shop and may be a response to the platform’s underperformance last year.
Consumers’ relatively stable financial footing could be undercut by trade war volatility. Already-tight lending standards could lead to a double-whammy for issuers.
Budgeting concerns, high interest rates, and other factors are pushing the generation to alternatives.
Tariffs will have a wide ranging impact on prices, consumer sentiment: Warehouse clubs, off-price retailers, and discount grocers could have an edge in this challenging retail environment.
Tariffs threaten innovation’s pace: Prolonged trade wars could hike smartphone prices and delay new tech rollouts, making midrange devices a safer, more strategic choice for buyers and brands. Read online
On today’s podcast episode, we discuss some of the moves commerce media players have made this year to stand out from the pack, why advertisers are investing in more or fewer media networks, and the main challenges for advertisers when it comes to working with media networks. Join Senior Director of Podcasts and host Marcus Johnson, Analyst Arielle Feger, and Principal Analyst Sarah Marzano. Listen everywhere and watch on YouTube and Spotify.
Shopping mall mainstay Claire’s balances being on trend for Gen Alpha with being a nostalgic brand for parents by leaning into pop culture, putting the right messaging on the right platforms, and staying in constant contact with core consumers.
What’s 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.
Core inflation rose 0.1% MoM in March, the lowest rate in four years: But that relief is likely to be short-lived as Amazon, AutoZone, Best Buy, and others warn of price hikes ahead.
Trump quadruples de minimis duties on Chinese imports as trade war escalates rapidly: The new fees will not only erase Shein’s and Temu’s price advantage, but also hit US businesses hard.
Most consumers aren’t using BNPL frequently enough to make it cost effective
The stablecoin giant is exploring plans to launch a US-specific token and POS solution
The campaign’s associated sweepstakes encourages users to pay more frequently with PayPal
US tariffs could stall Germany’s economy this year: GDP is forecast to grow just 0.1% as the duties on autos and other imports curb companies’ access to an important growth market.
Despite brands scaling back DEI, commitment pays off: A new study shows demographics like Gen Z are cutting ties with brands that reverse their DEI efforts.
Last week, Amazon made a last-minute offer to buy TikTok, just days before President Donald Trump postponed enforcement of the sale-or-ban law for another 75 days. Reportedly, the bid isn’t being taken seriously, so it’s unlikely the deal will go through. However, the deal is worth considering because it shows how Amazon is trying to maintain its status as the top retail media network and ecommerce retailer in the US.