What We're Reading
Industry reads hand-picked by our editors
May 21, 2025
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Business Insider
4 reasons Walmart is raising prices and Home Depot isn’t
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Modern Retail
How apparel brands like Madewell, American Eagle and M.M.LaFleur are building ‘a different brand personality’ through Substack
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CNBC
Canada Goose beats estimates, pulls full-year guidance on ‘macroeconomic uncertainty’
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The New York Times
Trump Scolded Companies for Raising Prices. Do They Have a Choice?
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The Wall Street Journal
How Two CEOs Mixed Romance and Business, Leading to Scandal
May 20, 2025
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The New York Times
Trump Berates Companies for Warning About Tariff Price Increases
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Reuters
Global retailers’ tariff strategy risks spreading pain beyond US consumer
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Marketing Dive
Walmart’s global ad business soars 50% following Vizio integration
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Business of Fashion
With Financing Push, Saks Global Looks to Buy Some Time
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Fashion Dive
Shein drops prices following US-China tariff deal
May 19, 2025
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Modern Retail
Target is heading to small towns across America. They’ve been waiting
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The New York Times
Trump Urges Walmart to Absorb Tariffs After Retailer Says It Could Raise Prices
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Payments Dive
Credit card delinquencies rise: NY Fed
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Glossy
How Ulta is tapping in-store associates for content creation with new ‘Ulta Beauties’ internal ambassador program
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CNBC
Trade tensions drive consumers to cut back. ‘Something has to give,’ analyst says
May 16, 2025
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Reuters
Weeks after Amazon’s Alexa+ AI launch, a mystery: where are the users?
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Business of Fashion
Drunk Elephant Was Never for Kids
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The Wall Street Journal
Walmart’s Price Hikes Open Door to Increases From ‘Everybody Else’
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The New York Times
To Find High-End Furniture in New York, Look Up
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CNBC
Big Chinese companies like Alibaba show that AI-powered ads are giving shopping a boost
May 15, 2025
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The Wall Street Journal
Adidas Shareholders to Oppose Chair’s Re-Election
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Chain Store Age
Uniqlo continues U.S. expansion in California
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Business of Fashion
Retailers Rush to Save US Summer Shopping Season
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Fashion Dive
Consumers plan to curb footwear spending due to price hikes
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Modern Retail
Amazon sellers recommit to Prime Day after tariff relief — but scramble to restock in time
May 14, 2025
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Chain Store Age
Dollar General opens Fetch rewards app to media network advertisers
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Payments Dive
BNPL users struggle with payments
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Business of Fashion
Shiseido Earnings Decline 8.5%, Drunk Elephant Sales Slide 65%
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Business Insider
Target’s former diversity chief says calling it DEI is less important than doing the work
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Glossy
How expensive can sunscreen get?
May 13, 2025
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CNBC
US-China trade war pushed supply chain to breaking point, data shows
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WWD
Saks Global Hires Advisors As It Works to Shore Up Liquidity
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WSJ
CEOs Rush to Get Their Shipments From China While 90-Day Tariff Reprieve Lasts
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Supply Chain Dive
Delivery reliability trumps speed for some e-commerce retailers
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New York Times
How Pandora Is Surviving Trump’s Trade War
